SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $266,000 | -1.5% | 6,850 | 0.0% | 0.05% | +15.0% |
| Q2 2021 | $270,000 | +18.9% | 6,850 | -3.7% | 0.04% | -25.9% |
| Q3 2019 | $227,000 | -12.0% | 7,110 | -11.8% | 0.05% | -11.5% |
| Q2 2019 | $258,000 | +2.4% | 8,060 | 0.0% | 0.06% | +1.7% |
| Q1 2019 | $252,000 | -8.4% | 8,060 | -17.0% | 0.06% | -18.9% |
| Q4 2018 | $275,000 | -16.4% | 9,710 | -1.0% | 0.07% | 0.0% |
| Q3 2018 | $329,000 | +1.5% | 9,810 | 0.0% | 0.07% | -2.6% |
| Q2 2018 | $324,000 | +4.5% | 9,810 | +6.6% | 0.08% | +10.1% |
| Q1 2018 | $310,000 | -4.3% | 9,200 | -3.2% | 0.07% | -4.2% |
| Q4 2017 | $324,000 | 0.0% | 9,500 | -1.9% | 0.07% | -1.4% |
| Q3 2017 | $324,000 | +13.3% | 9,680 | +7.5% | 0.07% | +10.6% |
| Q2 2017 | $286,000 | – | 9,005 | – | 0.07% | – |
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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% |