SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 247 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 0.24 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $71,557,000 | +12.5% | 1,028,702 | +5.1% | 3.95% | +4.8% |
| Q2 2018 | $63,588,000 | +4.0% | 978,432 | +0.9% | 3.77% | +0.2% |
| Q1 2018 | $61,143,000 | +5.4% | 969,300 | +6.6% | 3.76% | +7.1% |
| Q4 2017 | $58,017,000 | +10.6% | 909,648 | +4.1% | 3.51% | +3.3% |
| Q3 2017 | $52,470,000 | +13.8% | 873,923 | +9.5% | 3.40% | +6.0% |
| Q2 2017 | $46,099,000 | +7.6% | 797,974 | +4.8% | 3.21% | +4.0% |
| Q1 2017 | $42,850,000 | +28.0% | 761,514 | +21.1% | 3.08% | +18.2% |
| Q4 2016 | $33,483,000 | +3.3% | 628,663 | +0.2% | 2.61% | -5.5% |
| Q3 2016 | $32,402,000 | +12.3% | 627,699 | +8.3% | 2.76% | +6.9% |
| Q2 2016 | $28,851,000 | +12.4% | 579,692 | +10.3% | 2.58% | +2.6% |
| Q1 2016 | $25,669,000 | +19.6% | 525,568 | +19.0% | 2.52% | +20.2% |
| Q4 2015 | $21,457,000 | – | 441,767 | – | 2.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |