SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
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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% |