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 ↓ |
---|---|---|---|
Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |