SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,000 | -71.4% | 54 | -78.4% | 0.00% | -100.0% |
| Q4 2015 | $7,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $8,000 | -52.9% | 250 | -56.5% | 0.00% | -66.7% |
| Q1 2015 | $17,000 | -80.2% | 575 | -80.6% | 0.00% | -81.2% |
| Q4 2014 | $86,000 | -93.3% | 2,970 | -92.9% | 0.02% | -93.4% |
| Q3 2014 | $1,292,000 | +90.6% | 41,635 | +102.7% | 0.24% | +113.3% |
| Q2 2014 | $678,000 | +28.7% | 20,545 | +22.9% | 0.11% | +25.6% |
| Q1 2014 | $527,000 | – | 16,720 | – | 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% |