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 2016 | $419,000 | +2.4% | 8,416 | +0.5% | 0.26% | -10.3% |
| Q1 2016 | $409,000 | -10.9% | 8,371 | -11.4% | 0.29% | +14.1% |
| Q4 2015 | $459,000 | +115.5% | 9,451 | +103.3% | 0.26% | +16.4% |
| Q3 2015 | $213,000 | -7.0% | 4,649 | 0.0% | 0.22% | +11.7% |
| Q2 2015 | $229,000 | -4.6% | 4,649 | -3.7% | 0.20% | -5.7% |
| Q1 2015 | $240,000 | -56.4% | 4,829 | -56.9% | 0.21% | -49.8% |
| Q4 2014 | $550,000 | – | 11,203 | – | 0.42% | – |
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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% |