SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |