SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,000 | -57.1% | 307 | -61.6% | 0.00% | -66.7% |
| Q1 2020 | $21,000 | +950.0% | 800 | +966.7% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 75 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | +50.0% | 75 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | -33.3% | 75 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -98.9% | 75 | -99.2% | 0.00% | -100.0% |
| Q2 2017 | $285,000 | +3066.7% | 8,975 | +2891.7% | 0.04% | +4400.0% |
| Q1 2015 | $9,000 | -74.3% | 300 | -75.0% | 0.00% | -75.0% |
| Q4 2014 | $35,000 | -5.4% | 1,200 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $37,000 | -19.6% | 1,200 | -14.3% | 0.01% | -16.7% |
| Q2 2014 | $46,000 | +21.1% | 1,400 | +16.7% | 0.01% | 0.0% |
| Q1 2014 | $38,000 | 0.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $38,000 | +5.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $36,000 | +9.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $33,000 | – | 1,200 | – | 0.01% | – |
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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% |