SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |