SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $67,000 | -98.8% | 1,987 | -98.9% | 0.00% | -98.3% |
| Q1 2015 | $5,419,000 | -2.1% | 179,253 | -6.3% | 0.24% | -3.6% |
| Q4 2014 | $5,533,000 | -21.1% | 191,374 | -15.3% | 0.25% | -19.6% |
| Q3 2014 | $7,009,000 | -6.3% | 225,948 | -0.4% | 0.31% | -4.0% |
| Q2 2014 | $7,479,000 | +2.2% | 226,760 | -2.4% | 0.32% | -2.7% |
| Q1 2014 | $7,318,000 | -1.0% | 232,304 | -0.9% | 0.33% | +3.7% |
| Q4 2013 | $7,389,000 | +0.5% | 234,350 | -3.1% | 0.32% | -8.3% |
| Q3 2013 | $7,353,000 | +13.1% | 241,945 | +1.4% | 0.35% | +6.7% |
| Q2 2013 | $6,499,000 | – | 238,580 | – | 0.33% | – |
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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% |