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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $724,000 | -30.2% | 28,016 | -9.2% | 0.07% | -15.1% |
| Q4 2019 | $1,037,000 | -0.8% | 30,844 | -6.0% | 0.09% | -7.5% |
| Q3 2019 | $1,045,000 | -27.5% | 32,796 | -27.0% | 0.09% | -29.0% |
| Q2 2019 | $1,442,000 | +2.5% | 44,948 | +0.1% | 0.13% | +1.6% |
| Q1 2019 | $1,407,000 | -5.4% | 44,922 | -14.4% | 0.13% | -18.9% |
| Q4 2018 | $1,487,000 | -21.0% | 52,468 | -6.5% | 0.16% | -7.0% |
| Q3 2018 | $1,882,000 | -5.5% | 56,125 | -6.9% | 0.17% | -12.3% |
| Q2 2018 | $1,992,000 | +2.1% | 60,261 | +4.1% | 0.20% | -0.5% |
| Q1 2018 | $1,951,000 | +1.9% | 57,876 | +3.0% | 0.20% | +9.5% |
| Q4 2017 | $1,914,000 | +5.5% | 56,178 | +3.6% | 0.18% | -1.6% |
| Q3 2017 | $1,814,000 | +6.6% | 54,203 | +1.2% | 0.18% | +2.8% |
| Q2 2017 | $1,702,000 | +11.9% | 53,562 | +5.2% | 0.18% | +7.9% |
| Q1 2017 | $1,521,000 | +19.2% | 50,908 | +10.5% | 0.16% | +16.3% |
| Q4 2016 | $1,276,000 | +44.8% | 46,086 | +50.6% | 0.14% | +39.6% |
| Q3 2016 | $881,000 | -1.2% | 30,610 | -7.0% | 0.10% | -1.9% |
| Q2 2016 | $892,000 | -9.3% | 32,902 | -9.3% | 0.10% | -10.4% |
| Q1 2016 | $983,000 | +9.0% | 36,262 | +10.8% | 0.12% | +7.5% |
| Q4 2015 | $902,000 | -48.2% | 32,713 | -48.6% | 0.11% | -46.5% |
| Q3 2015 | $1,742,000 | -7.7% | 63,640 | +2.8% | 0.20% | -2.4% |
| Q2 2015 | $1,887,000 | +3.3% | 61,936 | +2.5% | 0.20% | -3.3% |
| Q1 2015 | $1,827,000 | +17.5% | 60,421 | +12.3% | 0.21% | +21.8% |
| Q4 2014 | $1,555,000 | +517.1% | 53,787 | +572.0% | 0.17% | +480.0% |
| Q1 2014 | $252,000 | -14.0% | 8,004 | -14.0% | 0.03% | -11.8% |
| Q4 2013 | $293,000 | +35.6% | 9,302 | +31.0% | 0.03% | +21.4% |
| Q3 2013 | $216,000 | – | 7,099 | – | 0.03% | – |
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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% |