SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $463,000 | -14.3% | 14,746 | -18.7% | 0.16% | -20.3% |
| Q2 2020 | $540,000 | -40.4% | 18,141 | -48.2% | 0.20% | -53.1% |
| Q1 2020 | $906,000 | -66.3% | 35,055 | -56.1% | 0.42% | -60.7% |
| Q4 2019 | $2,687,000 | +2.8% | 79,903 | -2.6% | 1.07% | -13.6% |
| Q3 2019 | $2,614,000 | -1.3% | 82,049 | -0.6% | 1.24% | +1.1% |
| Q2 2019 | $2,649,000 | -1.8% | 82,553 | -4.2% | 1.22% | -2.2% |
| Q1 2019 | $2,698,000 | -9.8% | 86,161 | -18.3% | 1.25% | -15.1% |
| Q4 2018 | $2,991,000 | +26.6% | 105,509 | +49.8% | 1.48% | +18.7% |
| Q3 2018 | $2,362,000 | +9.6% | 70,453 | +8.0% | 1.24% | +12.8% |
| Q2 2018 | $2,156,000 | +3.3% | 65,229 | +5.3% | 1.10% | -0.6% |
| Q1 2018 | $2,088,000 | -0.4% | 61,935 | +0.6% | 1.11% | +6.2% |
| Q4 2017 | $2,097,000 | +1.1% | 61,562 | -0.7% | 1.04% | -3.2% |
| Q3 2017 | $2,074,000 | +24.3% | 61,979 | +18.1% | 1.08% | +27.4% |
| Q2 2017 | $1,668,000 | +154.3% | 52,498 | +138.9% | 0.85% | +95.2% |
| Q1 2017 | $656,000 | +36.7% | 21,972 | +26.8% | 0.43% | +9.3% |
| Q4 2016 | $480,000 | -38.0% | 17,333 | -35.6% | 0.40% | -42.0% |
| Q3 2016 | $774,000 | -99.8% | 26,897 | +87.9% | 0.68% | +53.4% |
| Q2 2016 | $388,000,000 | +4.9% | 14,314 | +5.0% | 0.45% | +7.2% |
| Q1 2016 | $370,000,000 | -46.7% | 13,633 | -45.8% | 0.42% | -39.4% |
| Q4 2015 | $694,000,000 | +131.3% | 25,167 | +129.2% | 0.69% | +99.1% |
| Q3 2015 | $300,000,000 | -6.8% | 10,978 | +3.8% | 0.34% | -23.7% |
| Q2 2015 | $322,000,000 | – | 10,579 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leverty Financial Group, LLC | 932,097 | $29,314,000 | 27.32% |
| Global Strategic Investment Solutions, LLC | 10,494,219 | $330,043,000 | 23.75% |
| TimeScale Financial, Inc. | 2,700,017 | $84,916,000 | 23.28% |
| Guardian Financial Partners, LLC | 479,538 | $15,081,000 | 16.90% |
| Matrix Trust Co | 1,878,398 | $59,076,000 | 16.31% |
| ACT WEALTH MANAGEMENT, LLC | 703,096 | $22,112,000 | 14.46% |
| Evergreen Advisors, LLC | 1,008,388 | $31,714,000 | 12.77% |
| REGENTATLANTIC CAPITAL LLC | 11,021,090 | $346,613,000 | 11.42% |
| Riverpoint Wealth Management Holdings, LLC | 896,934 | $28,209,000 | 11.36% |
| Flower City Capital | 360,691 | $11,344,000 | 11.03% |