SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $200,000 | -3.8% | 5,148 | -36.0% | 0.01% | -41.7% |
| Q1 2020 | $208,000 | -23.5% | 8,041 | -0.7% | 0.01% | 0.0% |
| Q4 2019 | $272,000 | -1.8% | 8,095 | -7.0% | 0.01% | -7.7% |
| Q3 2019 | $277,000 | -2.1% | 8,704 | -1.3% | 0.01% | 0.0% |
| Q2 2019 | $283,000 | +2.2% | 8,818 | -0.2% | 0.01% | 0.0% |
| Q1 2019 | $277,000 | +23.7% | 8,834 | +11.8% | 0.01% | 0.0% |
| Q4 2018 | $224,000 | -13.8% | 7,905 | +1.9% | 0.01% | 0.0% |
| Q3 2018 | $260,000 | +1.6% | 7,759 | 0.0% | 0.01% | -18.8% |
| Q2 2018 | $256,000 | -2.3% | 7,759 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $262,000 | -1.1% | 7,759 | -0.4% | 0.02% | +6.2% |
| Q4 2017 | $265,000 | +3.1% | 7,790 | +1.5% | 0.02% | -20.0% |
| Q3 2017 | $257,000 | -1.5% | 7,676 | -6.7% | 0.02% | -4.8% |
| Q2 2017 | $261,000 | +6.1% | 8,224 | 0.0% | 0.02% | +10.5% |
| Q1 2017 | $246,000 | +7.9% | 8,224 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $228,000 | – | 8,224 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leverty Financial Group, LLC | 932,097 | $29,314,000 | 27.32% |
| Global Strategic Investment Solutions, LLC | 10,494,219 | $330,043,000 | 23.75% |
| TimeScale Financial, Inc. | 2,700,017 | $84,916,000 | 23.28% |
| Guardian Financial Partners, LLC | 479,538 | $15,081,000 | 16.90% |
| Matrix Trust Co | 1,878,398 | $59,076,000 | 16.31% |
| ACT WEALTH MANAGEMENT, LLC | 703,096 | $22,112,000 | 14.46% |
| Evergreen Advisors, LLC | 1,008,388 | $31,714,000 | 12.77% |
| REGENTATLANTIC CAPITAL LLC | 11,021,090 | $346,613,000 | 11.42% |
| Riverpoint Wealth Management Holdings, LLC | 896,934 | $28,209,000 | 11.36% |
| Flower City Capital | 360,691 | $11,344,000 | 11.03% |