SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 324 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.7%.
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 ↓ |
|---|---|---|---|
| Adams Wealth Management | 2,997,266 | $133,858,000 | 50.73% |
| SAGE FINANCIAL GROUP INC | 7,870,702 | $351,506,000 | 46.44% |
| Campbell Wealth Management | 4,340,344 | $193,840,000 | 27.14% |
| Koss-Olinger Consulting, LLC | 2,860,639 | $127,756,000 | 23.30% |
| Kolinsky Wealth Management, LLC | 440,597 | $19,677,000 | 23.25% |
| HBK Sorce Advisory LLC | 7,060,246 | $315,311,000 | 23.24% |
| MONEYWISE, INC. | 651,105 | $29,078,000 | 22.66% |
| Northwest Quadrant Wealth Management, LLC | 1,417,749 | $64,182,000 | 19.89% |
| BlueSky Wealth Advisors, LLC | 1,946,010 | $86,909,000 | 19.29% |
| DRAVO BAY LLC | 460,458 | $21,559,000 | 18.41% |