SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 76 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $527,000 | +43.6% | 17,061 | +34.0% | 0.01% | +62.5% |
| Q2 2016 | $367,000 | -41.4% | 12,733 | -41.1% | 0.01% | -55.6% |
| Q1 2016 | $626,000 | +192.5% | 21,633 | +190.9% | 0.02% | +350.0% |
| Q4 2015 | $214,000 | -92.9% | 7,436 | -92.3% | 0.00% | -92.6% |
| Q2 2015 | $3,005,000 | +1229.6% | 96,007 | +1123.0% | 0.05% | +1250.0% |
| Q4 2014 | $226,000 | -19.9% | 7,850 | -4.5% | 0.00% | 0.0% |
| Q2 2014 | $282,000 | -24.8% | 8,216 | -27.7% | 0.00% | -20.0% |
| Q1 2014 | $375,000 | – | 11,364 | – | 0.01% | – |
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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% |