SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $42,915 | +7235.9% | 1,117 | +7346.7% | 0.00% | – |
| Q1 2024 | $585 | +5.6% | 15 | 0.0% | 0.00% | – |
| Q4 2023 | $554 | +8.8% | 15 | 0.0% | 0.00% | – |
| Q3 2023 | $509 | -4.9% | 15 | 0.0% | 0.00% | – |
| Q2 2023 | $535 | +2.5% | 15 | 0.0% | 0.00% | – |
| Q1 2023 | $522 | +8.1% | 15 | 0.0% | 0.00% | – |
| Q4 2022 | $483 | -99.8% | 15 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $314,000 | +7.5% | 9,290 | +8.7% | 0.04% | +7.9% |
| Q4 2017 | $292,000 | +18.2% | 8,544 | +15.9% | 0.04% | +11.8% |
| Q3 2017 | $247,000 | – | 7,372 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
| Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
| TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
| ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
| Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
| Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
| FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
| Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
| Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
| Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |