SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,470,000 | +10.5% | 341,059 | +4.7% | 0.75% | -3.0% |
| Q3 2019 | $10,377,000 | +0.3% | 325,708 | +1.1% | 0.77% | -5.3% |
| Q2 2019 | $10,342,000 | +2.9% | 322,275 | +0.4% | 0.81% | -2.4% |
| Q1 2019 | $10,051,000 | +10.7% | 320,999 | +0.2% | 0.83% | -1.4% |
| Q4 2018 | $9,079,000 | +754.9% | 320,240 | +911.5% | 0.84% | +719.4% |
| Q3 2018 | $1,062,000 | -6.6% | 31,660 | -8.0% | 0.10% | -12.7% |
| Q2 2018 | $1,137,000 | +88.6% | 34,408 | +92.2% | 0.12% | +73.5% |
| Q1 2018 | $603,000 | +1.3% | 17,900 | +2.4% | 0.07% | +6.2% |
| Q4 2017 | $595,000 | +7.2% | 17,475 | +5.3% | 0.06% | +1.6% |
| Q3 2017 | $555,000 | +9.7% | 16,588 | +4.3% | 0.06% | +6.8% |
| Q2 2017 | $506,000 | +2.2% | 15,906 | -4.0% | 0.06% | -3.3% |
| Q1 2017 | $495,000 | +8.1% | 16,562 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $458,000 | +7533.3% | 16,562 | +8018.6% | 0.06% | +6000.0% |
| Q3 2016 | $6,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | +20.0% | 204 | +2.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $6,000 | – | 200 | – | 0.00% | – |
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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% |