SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $768,000 | -17.3% | 28,082 | -7.9% | 0.05% | -2.0% |
| Q2 2015 | $929,000 | +1.5% | 30,507 | +0.8% | 0.05% | +2.0% |
| Q1 2015 | $915,000 | +23.5% | 30,257 | +18.0% | 0.05% | +19.0% |
| Q4 2014 | $741,000 | -19.1% | 25,632 | -13.2% | 0.04% | -20.8% |
| Q3 2014 | $916,000 | -18.1% | 29,532 | -13.0% | 0.05% | -18.5% |
| Q2 2014 | $1,119,000 | +6.3% | 33,932 | +1.5% | 0.06% | +3.2% |
| Q1 2014 | $1,053,000 | +7.3% | 33,432 | +7.5% | 0.06% | +3.3% |
| Q4 2013 | $981,000 | -15.5% | 31,107 | -18.6% | 0.06% | -25.6% |
| Q3 2013 | $1,161,000 | +12.5% | 38,207 | +0.9% | 0.08% | +9.3% |
| Q2 2013 | $1,032,000 | – | 37,882 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 1,261,994 | $42,857,312 | 18.92% |
| Leverty Financial Group, LLC | 763,759 | $25,940,193 | 18.83% |
| Matrix Trust Co | 1,973,036 | $67,004 | 17.49% |
| ACT WEALTH MANAGEMENT, LLC | 743,643 | $25,254,102 | 16.95% |
| WEALTH MANAGEMENT RESOURCES, INC. | 89,052 | $30,124,236 | 14.56% |
| Evergreen Advisors, LLC | 1,118,458 | $37,982,826 | 13.70% |
| Koesten, Hirschmann & Crabtree, INC. | 504,969 | $17,148,753 | 13.44% |
| Paradigm, Strategies in Wealth Management, LLC | 577,474 | $19,611,004 | 12.50% |
| Riverpoint Wealth Management Holdings, LLC | 1,046,418 | $35,536,345 | 11.72% |
| Benchmark Financial Wealth Advisors, LLC | 728,327 | $24,733,975 | 11.62% |