SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,122,000 | -1.8% | 41,370 | -0.2% | 0.23% | -5.4% |
| Q4 2015 | $1,143,000 | -16.4% | 41,466 | -17.0% | 0.24% | -18.9% |
| Q3 2015 | $1,368,000 | -20.5% | 49,986 | -11.5% | 0.30% | -12.6% |
| Q2 2015 | $1,720,000 | -3.4% | 56,462 | -4.2% | 0.34% | -4.0% |
| Q1 2015 | $1,781,000 | +3.9% | 58,910 | -0.6% | 0.35% | -0.8% |
| Q4 2014 | $1,714,000 | -11.3% | 59,288 | -4.8% | 0.36% | -21.0% |
| Q3 2014 | $1,932,000 | -5.2% | 62,270 | +0.7% | 0.45% | -5.4% |
| Q2 2014 | $2,038,000 | +0.7% | 61,810 | -3.7% | 0.48% | -4.6% |
| Q1 2014 | $2,023,000 | – | 64,217 | – | 0.50% | – |
Download | ||||||
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% |