SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 381 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $230,000 | -1.3% | 4,269 | 0.0% | 0.20% | +10.1% |
| Q4 2017 | $233,000 | +4.0% | 4,269 | 0.0% | 0.18% | -7.3% |
| Q3 2017 | $224,000 | +4.7% | 4,269 | 0.0% | 0.19% | -5.0% |
| Q2 2017 | $214,000 | -26.5% | 4,269 | -27.5% | 0.20% | -21.1% |
| Q1 2017 | $291,000 | -7.3% | 5,890 | -7.6% | 0.26% | +4.5% |
| Q4 2016 | $314,000 | -8.5% | 6,373 | -16.7% | 0.24% | -16.4% |
| Q3 2016 | $343,000 | -2.0% | 7,648 | 0.0% | 0.29% | -11.5% |
| Q2 2016 | $350,000 | +11.1% | 7,648 | +6.3% | 0.33% | +1.8% |
| Q1 2016 | $315,000 | +12.1% | 7,196 | +0.4% | 0.32% | +5.9% |
| Q4 2015 | $281,000 | – | 7,169 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |