SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $104,000 | +126.1% | 2,675 | +127.7% | 0.01% | +116.7% |
| Q2 2021 | $46,000 | +820.0% | 1,175 | +840.0% | 0.01% | – |
| Q1 2021 | $5,000 | -54.5% | 125 | -58.5% | 0.00% | -100.0% |
| Q4 2020 | $11,000 | -73.8% | 301 | -77.4% | 0.00% | -75.0% |
| Q3 2020 | $42,000 | +4100.0% | 1,330 | +3811.8% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 34 | -22.7% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 44 | +76.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 25 | +13.6% | 0.00% | – |
| Q2 2019 | $1,000 | -90.9% | 22 | -93.8% | 0.00% | -100.0% |
| Q1 2019 | $11,000 | -99.9% | 354 | +28.3% | 0.00% | -50.0% |
| Q2 2016 | $7,482,000 | +46662.5% | 276 | -54.0% | 0.00% | -60.0% |
| Q3 2015 | $16,000 | – | 600 | – | 0.01% | – |
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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% |