SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $823,000 | -45.1% | 27,560 | -49.1% | 0.19% | -48.0% |
| Q4 2016 | $1,498,000 | +4.4% | 54,115 | +8.6% | 0.37% | -1.9% |
| Q3 2016 | $1,435,000 | +12.5% | 49,845 | +6.0% | 0.38% | +1.6% |
| Q2 2016 | $1,275,000 | +3.0% | 47,015 | +2.9% | 0.37% | +0.5% |
| Q1 2016 | $1,238,000 | +146.1% | 45,675 | +150.1% | 0.37% | +147.0% |
| Q4 2015 | $503,000 | +5.2% | 18,265 | +4.5% | 0.15% | -1.3% |
| Q3 2015 | $478,000 | +29.9% | 17,475 | +44.7% | 0.15% | +37.3% |
| Q2 2015 | $368,000 | +23.1% | 12,075 | +22.3% | 0.11% | +18.3% |
| Q1 2015 | $299,000 | +4.9% | 9,875 | 0.0% | 0.09% | -3.1% |
| Q4 2014 | $285,000 | +31.9% | 9,875 | +41.6% | 0.10% | +28.0% |
| Q3 2014 | $216,000 | – | 6,975 | – | 0.08% | – |
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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% |