SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +7.7% | 5,758 | -7.0% | 0.00% | -33.3% |
| Q4 2019 | $208,000 | -10.7% | 6,189 | -10.8% | 0.00% | -25.0% |
| Q3 2018 | $233,000 | -70.3% | 6,935 | -70.8% | 0.00% | -73.3% |
| Q2 2018 | $784,000 | -5.3% | 23,710 | -3.5% | 0.02% | -11.8% |
| Q1 2018 | $828,000 | -1.3% | 24,577 | -0.2% | 0.02% | -5.6% |
| Q4 2017 | $839,000 | +45.7% | 24,630 | +43.1% | 0.02% | +63.6% |
| Q3 2017 | $576,000 | -1.2% | 17,210 | -6.3% | 0.01% | -15.4% |
| Q2 2017 | $583,000 | +9.2% | 18,365 | +2.6% | 0.01% | 0.0% |
| Q1 2017 | $534,000 | +15.1% | 17,905 | +6.7% | 0.01% | +18.2% |
| Q4 2016 | $464,000 | -60.2% | 16,785 | -58.6% | 0.01% | -62.1% |
| Q3 2016 | $1,167,000 | +4388.5% | 40,560 | +4700.0% | 0.03% | +2800.0% |
| Q3 2014 | $26,000 | -3.7% | 845 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $27,000 | +3.8% | 845 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $26,000 | – | 845 | – | 0.00% | – |
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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% |