SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $951,000 | +10.8% | 34,351 | +15.3% | 0.03% | +6.9% |
Q3 2016 | $858,000 | +11.9% | 29,790 | +5.3% | 0.03% | +3.6% |
Q2 2016 | $767,000 | +0.3% | 28,301 | +0.2% | 0.03% | -12.5% |
Q1 2016 | $765,000 | +31.4% | 28,237 | +33.7% | 0.03% | +23.1% |
Q4 2015 | $582,000 | +185.3% | 21,123 | +183.3% | 0.03% | +62.5% |
Q3 2015 | $204,000 | +1.0% | 7,457 | +12.5% | 0.02% | +14.3% |
Q2 2015 | $202,000 | +21.0% | 6,628 | +20.0% | 0.01% | +16.7% |
Q1 2015 | $167,000 | -64.8% | 5,525 | -66.4% | 0.01% | -76.9% |
Q4 2014 | $475,000 | -3.8% | 16,433 | +3.3% | 0.05% | -13.3% |
Q3 2014 | $494,000 | +5.8% | 15,913 | +12.4% | 0.06% | -3.2% |
Q2 2014 | $467,000 | -36.0% | 14,154 | -39.0% | 0.06% | +17.0% |
Q1 2014 | $730,000 | +126.7% | 23,198 | +126.9% | 0.05% | +8.2% |
Q4 2013 | $322,000 | +69.5% | 10,225 | +63.9% | 0.05% | +48.5% |
Q3 2013 | $190,000 | +211.5% | 6,240 | +178.4% | 0.03% | +175.0% |
Q2 2013 | $61,000 | – | 2,241 | – | 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% |