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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $11,464,000 | -1.3% | 203,725 | -6.6% | 6.87% | -1.3% |
| Q4 2016 | $11,615,000 | +5.9% | 218,074 | +2.6% | 6.96% | +2.0% |
| Q3 2016 | $10,970,000 | -5.9% | 212,523 | -9.2% | 6.82% | -36.6% |
| Q2 2016 | $11,654,000 | -22.6% | 234,153 | -24.0% | 10.77% | -24.5% |
| Q1 2016 | $15,056,000 | -16.6% | 308,272 | -17.0% | 14.27% | -17.5% |
| Q4 2015 | $18,046,000 | – | 371,556 | – | 17.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,378,315 | $538,306,718 | 46.62% |
| Diversified, LLC | 3,904,509 | $250,864,689 | 29.47% |
| Gordian Advisors LLC | 425,220 | $27,320,371 | 26.33% |
| Northwest Quadrant Wealth Management, LLC | 1,522,848 | $97,842,989 | 24.08% |
| HBK Sorce Advisory LLC | 10,593,466 | $680,639,687 | 23.77% |
| Richardson Capital Management LLC | 471,936 | $30,321,908 | 23.34% |
| FINANCIAL CONSULATE, INC | 1,164,454 | $74,816,867 | 21.93% |
| BlueSky Wealth Advisors, LLC | 1,968,745 | $126,491,839 | 21.29% |
| Leverty Financial Group, LLC | 550,936 | $35,397,973 | 20.94% |
| Kolinsky Wealth Management, LLC | 439,272 | $28,223,223 | 20.22% |