SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 346 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $16,057,000 | +0.0% | 477,252 | -5.3% | 0.10% | -9.0% |
| Q3 2019 | $16,056,000 | +15.6% | 503,977 | +16.5% | 0.11% | +11.0% |
| Q2 2019 | $13,889,000 | +74.9% | 432,718 | +70.8% | 0.10% | +63.9% |
| Q1 2019 | $7,941,000 | -17.9% | 253,396 | -25.5% | 0.06% | -29.9% |
| Q4 2018 | $9,670,000 | -20.4% | 340,304 | -6.1% | 0.09% | -14.7% |
| Q3 2018 | $12,147,000 | +8.0% | 362,235 | +8.4% | 0.10% | -2.9% |
| Q2 2018 | $11,248,000 | 0.0% | 334,064 | 0.0% | 0.10% | 0.0% |
| Q1 2018 | $11,248,000 | +9.3% | 334,064 | +10.6% | 0.10% | +7.1% |
| Q4 2017 | $10,294,000 | +15.7% | 302,160 | +13.7% | 0.10% | +2.1% |
| Q3 2017 | $8,894,000 | +40.8% | 265,777 | +33.7% | 0.10% | +29.7% |
| Q2 2017 | $6,316,000 | -2.9% | 198,759 | -8.7% | 0.07% | -9.8% |
| Q1 2017 | $6,504,000 | +11.0% | 217,626 | +2.8% | 0.08% | +1.2% |
| Q4 2016 | $5,858,000 | +15.1% | 211,633 | +19.8% | 0.08% | +6.6% |
| Q3 2016 | $5,088,000 | +7.7% | 176,639 | +1.3% | 0.08% | +1.3% |
| Q2 2016 | $4,725,000 | +5.7% | 174,396 | +5.8% | 0.08% | -5.1% |
| Q1 2016 | $4,469,000 | +18.5% | 164,833 | +20.5% | 0.08% | +12.9% |
| Q4 2015 | $3,770,000 | -1.2% | 136,792 | -1.9% | 0.07% | -11.4% |
| Q3 2015 | $3,817,000 | +19.4% | 139,420 | +32.9% | 0.08% | +33.9% |
| Q2 2015 | $3,197,000 | +208.3% | 104,872 | +205.9% | 0.06% | +195.0% |
| Q1 2015 | $1,037,000 | +125.9% | 34,285 | +116.1% | 0.02% | +100.0% |
| Q4 2014 | $459,000 | +62.2% | 15,869 | +73.7% | 0.01% | +25.0% |
| Q3 2014 | $283,000 | +12.3% | 9,137 | +19.7% | 0.01% | +14.3% |
| Q2 2014 | $252,000 | +14.5% | 7,633 | +9.2% | 0.01% | +16.7% |
| Q1 2014 | $220,000 | -0.9% | 6,991 | -0.6% | 0.01% | -14.3% |
| Q4 2013 | $222,000 | +13.3% | 7,036 | +9.0% | 0.01% | 0.0% |
| Q3 2013 | $196,000 | +23.3% | 6,455 | +10.8% | 0.01% | +16.7% |
| Q2 2013 | $159,000 | – | 5,824 | – | 0.01% | – |
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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% |