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 2017 | $31,256,000 | +1.9% | 1,876 | +5.9% | 1.55% | -0.3% |
| Q2 2017 | $30,682,000 | -3.0% | 1,772 | -0.4% | 1.56% | -1.7% |
| Q1 2017 | $31,637,000 | +1775.3% | 1,780 | -94.4% | 1.58% | +53.2% |
| Q4 2016 | $1,687,000 | +91.5% | 31,679 | +85.6% | 1.03% | +83.0% |
| Q3 2016 | $881,000 | +1.8% | 17,073 | -1.8% | 0.56% | -1.2% |
| Q2 2016 | $865,000 | -0.1% | 17,389 | -2.0% | 0.57% | -5.0% |
| Q1 2016 | $866,000 | +0.9% | 17,738 | +0.3% | 0.60% | +1.3% |
| Q4 2015 | $858,000 | – | 17,677 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,116,431 | $366,456,864 | 44.66% |
| Leverty Financial Group, LLC | 830,306 | $37,488,296 | 32.07% |
| Adams Wealth Management | 1,869,819 | $84,422,319 | 29.82% |
| Campbell Wealth Management | 4,389,312 | $198,177 | 27.58% |
| Kolinsky Wealth Management, LLC | 456,413 | $20,607 | 23.52% |
| HBK Sorce Advisory LLC | 17,483,096 | $789,362 | 21.24% |
| APPLETON GROUP, LLC | 314,921 | $14,218,674 | 20.85% |
| MONEYWISE, INC. | 608,078 | $27,454,707 | 20.53% |
| Northwest Quadrant Wealth Management, LLC | 1,451,683 | $65,543,461 | 19.98% |
| BlueSky Wealth Advisors, LLC | 1,909,183 | $86,199,624 | 19.06% |