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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $4,588,000 | -0.9% | 138,835 | +1.1% | 0.80% | +2.4% |
| Q1 2018 | $4,631,000 | +13.8% | 137,385 | +15.1% | 0.78% | +17.1% |
| Q4 2017 | $4,068,000 | +12.0% | 119,405 | +10.0% | 0.66% | +2.8% |
| Q3 2017 | $3,632,000 | +13.6% | 108,516 | +7.9% | 0.65% | +12.5% |
| Q2 2017 | $3,197,000 | +43.5% | 100,591 | +34.9% | 0.58% | +41.6% |
| Q1 2017 | $2,228,000 | +233.0% | 74,590 | +208.8% | 0.41% | +203.0% |
| Q4 2016 | $669,000 | +439.5% | 24,155 | +461.7% | 0.13% | +415.4% |
| Q3 2016 | $124,000 | +53.1% | 4,300 | +43.3% | 0.03% | +52.9% |
| Q2 2016 | $81,000 | – | 3,000 | – | 0.02% | – |
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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% |