SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 269 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.31 and the average weighting 1.4%.
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 | 8,244,869 | $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% |