SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 47 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $242,000 | -8.0% | 8,390 | -7.6% | 0.12% | -20.5% |
| Q1 2016 | $263,000 | -11.4% | 9,085 | -11.7% | 0.15% | -18.4% |
| Q4 2015 | $297,000 | +5.7% | 10,283 | +4.7% | 0.18% | +29.7% |
| Q3 2015 | $281,000 | -3.8% | 9,825 | +5.4% | 0.14% | +13.1% |
| Q2 2015 | $292,000 | -90.3% | 9,322 | -6.5% | 0.12% | -12.2% |
| Q1 2015 | $3,008,000 | +8.4% | 9,974 | +3.7% | 0.14% | +3.7% |
| Q4 2014 | $2,775,000 | -7.4% | 9,618 | +0.6% | 0.13% | -10.7% |
| Q3 2014 | $2,996,000 | +756.0% | 9,557 | -6.3% | 0.15% | -15.7% |
| Q2 2014 | $350,000 | -1.4% | 10,201 | -5.2% | 0.18% | -4.8% |
| Q1 2014 | $355,000 | +0.3% | 10,760 | -2.9% | 0.19% | -6.5% |
| Q4 2013 | $354,000 | -6.1% | 11,086 | -9.2% | 0.20% | -13.0% |
| Q3 2013 | $377,000 | +12.5% | 12,215 | -1.5% | 0.23% | +13.3% |
| Q2 2013 | $335,000 | – | 12,396 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 785,987 | $29,592,000 | 13.75% |
| Southern Wealth Management, LLP | 413,400 | $15,565,000 | 5.90% |
| Northwest Capital Management Inc | 197,819 | $7,447,000 | 5.54% |
| Savant Capital, LLC | 2,369,368 | $89,207,000 | 5.19% |
| Strategic Financial Planning, Inc. | 149,100 | $5,614,000 | 4.92% |
| Tradewinds Capital Management, LLC | 546,235 | $20,566,000 | 4.45% |
| Johnson Financial Group, LLC | 405,289 | $15,259,000 | 4.14% |
| Brand Asset Management Group, Inc. | 187,652 | $7,065,000 | 3.97% |
| MATHER GROUP, LLC. | 2,955,552 | $111,277,000 | 3.63% |
| ACT WEALTH MANAGEMENT, LLC | 146,471 | $5,515,000 | 3.54% |