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 2019 | $1,838,000 | -8.7% | 58,717 | -17.3% | 0.29% | -16.8% |
| Q4 2018 | $2,013,000 | +80.7% | 71,011 | +113.7% | 0.35% | +119.0% |
| Q3 2018 | $1,114,000 | +4.2% | 33,230 | +2.7% | 0.16% | +0.6% |
| Q2 2018 | $1,069,000 | +9.5% | 32,344 | +11.7% | 0.16% | +9.0% |
| Q1 2018 | $976,000 | +86.6% | 28,965 | +71.9% | 0.14% | +20.0% |
| Q3 2014 | $523,000 | -6.1% | 16,846 | -0.3% | 0.12% | -7.7% |
| Q2 2014 | $557,000 | +43.2% | 16,899 | +36.7% | 0.13% | +34.0% |
| Q1 2014 | $389,000 | +2.1% | 12,359 | +2.4% | 0.10% | +19.8% |
| Q4 2013 | $381,000 | -47.4% | 12,074 | -49.4% | 0.08% | -2.4% |
| Q3 2013 | $724,000 | +101.7% | 23,850 | +80.8% | 0.08% | -11.7% |
| Q2 2013 | $359,000 | – | 13,195 | – | 0.09% | – |
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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% |