SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $818,000 | +6.1% | 30,182 | +6.1% | 0.40% | -8.4% |
| Q1 2016 | $771,000 | +2.9% | 28,434 | +4.6% | 0.44% | +18.2% |
| Q4 2015 | $749,000 | +5.8% | 27,196 | +5.1% | 0.37% | -1.3% |
| Q3 2015 | $708,000 | -3.8% | 25,866 | +7.1% | 0.38% | +15.6% |
| Q2 2015 | $736,000 | +7.0% | 24,161 | +6.1% | 0.33% | +10.8% |
| Q1 2015 | $688,000 | +13.3% | 22,766 | +8.4% | 0.30% | +13.0% |
| Q4 2014 | $607,000 | -11.4% | 21,006 | -4.9% | 0.26% | -15.0% |
| Q3 2014 | $685,000 | -5.6% | 22,096 | +0.3% | 0.31% | -0.6% |
| Q2 2014 | $726,000 | +16.5% | 22,026 | +11.4% | 0.31% | +11.2% |
| Q1 2014 | $623,000 | -16.9% | 19,775 | -16.9% | 0.28% | -17.0% |
| Q4 2013 | $750,000 | -13.4% | 23,783 | -16.6% | 0.34% | -17.7% |
| Q3 2013 | $866,000 | +44.6% | 28,502 | +29.6% | 0.41% | +29.6% |
| Q2 2013 | $599,000 | – | 21,998 | – | 0.31% | – |
Download | ||||||
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% |