SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $39,785,000 | +3.2% | 747 | 0.0% | 0.04% | +51.7% |
| Q3 2016 | $38,560,000 | +3.7% | 747 | 0.0% | 0.03% | -42.0% |
| Q2 2016 | $37,178,000 | -57.6% | 747 | -58.4% | 0.05% | -55.0% |
| Q1 2016 | $87,667,000 | -11.3% | 1,795 | -11.8% | 0.11% | -5.1% |
| Q4 2015 | $98,888,000 | +6.1% | 2,036 | 0.0% | 0.12% | -39.1% |
| Q3 2015 | $93,167,000 | – | 2,036 | – | 0.19% | – |
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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% |