SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $31,591,000 | +7.1% | 1,008,988 | -3.0% | 2.98% | -3.3% |
| Q4 2018 | $29,501,000 | -17.8% | 1,040,599 | -2.8% | 3.08% | -7.4% |
| Q3 2018 | $35,893,000 | +2.3% | 1,070,474 | +0.8% | 3.33% | -2.4% |
| Q2 2018 | $35,098,000 | -3.4% | 1,061,979 | -1.5% | 3.41% | -6.3% |
| Q1 2018 | $36,327,000 | -2.7% | 1,077,632 | -1.6% | 3.64% | -3.6% |
| Q4 2017 | $37,318,000 | +0.9% | 1,095,337 | -0.9% | 3.78% | -3.2% |
| Q3 2017 | $36,976,000 | +4.7% | 1,104,758 | -0.6% | 3.90% | +0.8% |
| Q2 2017 | $35,314,000 | +4.6% | 1,111,201 | -1.7% | 3.87% | +2.1% |
| Q1 2017 | $33,760,000 | +4.9% | 1,130,215 | -2.8% | 3.79% | -1.4% |
| Q4 2016 | $32,182,000 | +3637.7% | 1,162,641 | +3788.4% | 3.84% | +3524.5% |
| Q3 2016 | $861,000 | +63.4% | 29,900 | +53.7% | 0.11% | +55.9% |
| Q2 2016 | $527,000 | +27.6% | 19,450 | +27.8% | 0.07% | +21.4% |
| Q1 2016 | $413,000 | -85.4% | 15,220 | -85.2% | 0.06% | -85.6% |
| Q4 2015 | $2,835,000 | +714.7% | 102,880 | +710.1% | 0.39% | +664.7% |
| Q3 2015 | $348,000 | +0.3% | 12,700 | +11.5% | 0.05% | +6.2% |
| Q2 2015 | $347,000 | +7.4% | 11,390 | +6.7% | 0.05% | +9.1% |
| Q1 2015 | $323,000 | +59.9% | 10,670 | +52.4% | 0.04% | +51.7% |
| Q4 2014 | $202,000 | -4.3% | 7,000 | +3.1% | 0.03% | -6.5% |
| Q3 2014 | $211,000 | +1.0% | 6,790 | +7.2% | 0.03% | 0.0% |
| Q2 2014 | $209,000 | +25.9% | 6,335 | +20.0% | 0.03% | +24.0% |
| Q1 2014 | $166,000 | +564.0% | 5,279 | +576.8% | 0.02% | +525.0% |
| Q4 2013 | $25,000 | – | 780 | – | 0.00% | – |
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% |