SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 1.00 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,399,000 | -0.3% | 22,182 | +0.8% | 0.07% | +5.7% |
| Q4 2017 | $1,403,000 | +2.0% | 21,997 | -4.0% | 0.07% | +4.5% |
| Q3 2017 | $1,376,000 | +5.8% | 22,922 | +1.9% | 0.07% | +17.5% |
| Q2 2017 | $1,300,000 | +3.1% | 22,505 | +0.4% | 0.06% | +1.8% |
| Q1 2017 | $1,261,000 | +5.8% | 22,405 | +0.1% | 0.06% | +12.0% |
| Q4 2016 | $1,192,000 | +0.8% | 22,390 | -2.2% | 0.05% | -3.8% |
| Q3 2016 | $1,182,000 | +5.2% | 22,890 | +1.3% | 0.05% | +2.0% |
| Q2 2016 | $1,124,000 | +4.7% | 22,590 | +2.7% | 0.05% | +6.2% |
| Q1 2016 | $1,074,000 | +69.1% | 21,990 | +68.2% | 0.05% | +65.5% |
| Q4 2015 | $635,000 | +25.2% | 13,070 | +18.1% | 0.03% | +31.8% |
| Q3 2015 | $507,000 | +1.2% | 11,070 | +8.8% | 0.02% | +15.8% |
| Q2 2015 | $501,000 | +43.1% | 10,170 | +43.8% | 0.02% | +58.3% |
| Q1 2015 | $350,000 | +25.9% | 7,070 | +24.9% | 0.01% | +33.3% |
| Q4 2014 | $278,000 | – | 5,660 | – | 0.01% | – |
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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% |