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 2018 | $63,000 | -10.0% | 2,200 | +4.8% | 0.00% | 0.0% |
| Q3 2018 | $70,000 | +40.0% | 2,100 | +40.0% | 0.00% | – |
| Q2 2018 | $50,000 | -12.3% | 1,500 | -10.2% | 0.00% | -100.0% |
| Q4 2017 | $57,000 | +159.1% | 1,670 | +149.3% | 0.00% | – |
| Q3 2017 | $22,000 | +10.0% | 670 | +6.3% | 0.00% | – |
| Q2 2017 | $20,000 | +81.8% | 630 | +68.0% | 0.00% | – |
| Q1 2017 | $11,000 | -86.1% | 375 | -86.8% | 0.00% | -100.0% |
| Q4 2016 | $79,000 | +690.0% | 2,846 | +713.1% | 0.00% | – |
| Q3 2016 | $10,000 | -73.0% | 350 | -74.5% | 0.00% | – |
| Q2 2016 | $37,000 | – | 1,370 | – | 0.00% | – |
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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% |