SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.45 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $7,799,000 | +3.0% | 120,000 | 0.0% | 4.06% | +0.3% |
| Q1 2018 | $7,570,000 | -1.3% | 120,000 | 0.0% | 4.05% | +2.1% |
| Q4 2017 | $7,668,000 | +6.4% | 120,000 | 0.0% | 3.96% | +1.4% |
| Q3 2017 | $7,205,000 | +3.9% | 120,000 | 0.0% | 3.91% | +0.3% |
| Q2 2017 | $6,932,000 | +2.7% | 120,000 | 0.0% | 3.90% | -0.1% |
| Q1 2017 | $6,752,000 | +5.6% | 120,000 | 0.0% | 3.90% | -0.8% |
| Q4 2016 | $6,391,000 | +3.2% | 120,000 | 0.0% | 3.94% | -0.9% |
| Q3 2016 | $6,194,000 | +3.7% | 120,000 | 0.0% | 3.97% | +5.2% |
| Q2 2016 | $5,972,000 | +1.9% | 120,000 | 0.0% | 3.77% | +3.8% |
| Q1 2016 | $5,861,000 | +0.6% | 120,000 | 0.0% | 3.63% | +6.1% |
| Q4 2015 | $5,828,000 | +6.1% | 120,000 | 0.0% | 3.42% | +1.5% |
| Q3 2015 | $5,491,000 | -21.6% | 120,000 | -15.5% | 3.38% | -15.1% |
| Q2 2015 | $7,002,000 | -0.5% | 142,000 | 0.0% | 3.98% | +6.1% |
| Q1 2015 | $7,039,000 | +1.1% | 142,000 | 0.0% | 3.75% | +4.1% |
| Q4 2014 | $6,965,000 | +4.4% | 142,000 | 0.0% | 3.60% | +2.7% |
| Q3 2014 | $6,673,000 | +0.3% | 142,000 | 0.0% | 3.50% | +0.5% |
| Q2 2014 | $6,650,000 | +4.7% | 142,000 | 0.0% | 3.49% | +1.7% |
| Q1 2014 | $6,349,000 | +1.4% | 142,000 | 0.0% | 3.43% | -5.2% |
| Q4 2013 | $6,259,000 | +51.1% | 142,000 | +37.9% | 3.62% | +13.1% |
| Q3 2013 | $4,142,000 | +37.3% | 103,000 | +30.4% | 3.20% | +18.8% |
| Q2 2013 | $3,017,000 | – | 79,000 | – | 2.69% | – |
Download | ||||||
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% |