SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $2,071,000 | -8.1% | 40,120 | -9.6% | 1.57% | -23.8% |
| Q2 2016 | $2,253,000 | +28.4% | 44,400 | +23.7% | 2.06% | -35.7% |
| Q1 2016 | $1,755,000 | +24.6% | 35,905 | +23.8% | 3.21% | +225.9% |
| Q4 2015 | $1,408,000 | +709.2% | 28,996 | +662.3% | 0.99% | +688.8% |
| Q3 2015 | $174,000 | -82.5% | 3,804 | -81.1% | 0.12% | -83.1% |
| Q2 2015 | $995,000 | -73.6% | 20,176 | -73.5% | 0.74% | -71.6% |
| Q1 2015 | $3,773,000 | -27.3% | 76,134 | -28.0% | 2.60% | -20.5% |
| Q4 2014 | $5,189,000 | -34.8% | 105,793 | -37.5% | 3.27% | -29.7% |
| Q3 2014 | $7,956,000 | – | 169,330 | – | 4.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,113,379 | $410,536,955 | 45.50% |
| Campbell Wealth Management | 4,509,439 | $228,178 | 27.78% |
| Adams Wealth Management | 1,545,431 | $78,198,791 | 26.53% |
| Diversified, LLC | 1,706,300 | $86,338,763 | 22.40% |
| Kolinsky Wealth Management, LLC | 438,061 | $22,165,894 | 22.01% |
| Northwest Quadrant Wealth Management, LLC | 1,504,510 | $76,128,211 | 21.37% |
| BlueSky Wealth Advisors, LLC | 1,973,276 | $99,847,761 | 20.42% |
| FINANCIAL CONSULATE, INC | 899,723 | $45,525,966 | 20.10% |
| Leverty Financial Group, LLC | 531,156 | $26,875,974 | 19.51% |
| HBK Sorce Advisory LLC | 8,722,542 | $441,360,643 | 19.43% |