SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $14,000 | +7.7% | 450 | 0.0% | 0.02% | +100.0% |
| Q2 2020 | $13,000 | +8.3% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 450 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $15,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | -94.0% | 450 | -94.7% | 0.01% | -76.7% |
| Q4 2015 | $234,000 | -24.0% | 8,498 | -24.6% | 0.03% | -38.8% |
| Q3 2015 | $308,000 | +12.0% | 11,269 | +25.1% | 0.05% | +25.6% |
| Q2 2015 | $275,000 | +1.1% | 9,009 | +0.3% | 0.04% | -35.0% |
| Q1 2015 | $272,000 | -17.8% | 8,986 | -21.6% | 0.06% | -20.0% |
| Q4 2014 | $331,000 | -8.6% | 11,458 | -1.6% | 0.08% | +5.6% |
| Q3 2014 | $362,000 | -17.5% | 11,645 | -12.6% | 0.07% | -5.3% |
| Q2 2014 | $439,000 | +17.1% | 13,320 | +12.0% | 0.08% | +23.0% |
| Q1 2014 | $375,000 | +14.0% | 11,891 | +14.1% | 0.06% | +8.9% |
| Q4 2013 | $329,000 | +4.1% | 10,426 | +0.2% | 0.06% | -9.7% |
| Q3 2013 | $316,000 | -11.7% | 10,406 | -20.7% | 0.06% | -15.1% |
| Q2 2013 | $358,000 | – | 13,125 | – | 0.07% | – |
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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% |