SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 490 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $941,907,000 | +3.2% | 28,091,484 | +1.7% | 9.09% | -2.5% |
| Q2 2018 | $912,963,000 | +5.6% | 27,623,699 | +7.7% | 9.33% | +6.4% |
| Q1 2018 | $864,883,000 | +51.2% | 25,656,565 | +52.8% | 8.77% | +37.9% |
| Q4 2017 | $572,070,000 | +6.4% | 16,791,025 | +4.5% | 6.36% | -8.4% |
| Q3 2017 | $537,797,000 | +18.7% | 16,068,043 | +12.7% | 6.94% | +2.2% |
| Q2 2017 | $453,020,000 | +16.2% | 14,254,879 | +9.2% | 6.79% | -1.9% |
| Q1 2017 | $389,754,000 | +6.4% | 13,048,336 | -1.4% | 6.93% | -14.1% |
| Q4 2016 | $366,445,000 | -2.1% | 13,238,631 | +1.8% | 8.07% | -9.1% |
| Q3 2016 | $374,426,000 | +18.2% | 13,005,420 | +11.3% | 8.88% | +1.6% |
| Q2 2016 | $316,662,000 | +90.5% | 11,680,623 | +90.5% | 8.73% | +66.1% |
| Q1 2016 | $166,232,000 | -23.2% | 6,131,771 | -21.9% | 5.26% | -32.5% |
| Q4 2015 | $216,486,000 | +112.9% | 7,855,074 | +111.4% | 7.79% | +91.6% |
| Q3 2015 | $101,678,000 | -22.8% | 3,714,953 | -14.1% | 4.06% | -25.0% |
| Q2 2015 | $131,757,000 | +58.8% | 4,324,160 | +57.6% | 5.42% | +35.9% |
| Q1 2015 | $82,953,000 | -26.8% | 2,744,050 | -30.0% | 3.99% | -39.8% |
| Q4 2014 | $113,271,000 | +27.2% | 3,918,052 | +36.5% | 6.62% | +7.4% |
| Q3 2014 | $89,066,000 | +8906500.0% | 2,871,233 | +8700606.1% | 6.16% | – |
| Q2 2014 | $1,000 | -85.7% | 33 | -84.0% | 0.00% | -100.0% |
| Q1 2014 | $7,000 | – | 206 | – | 0.00% | – |
Download | ||||||
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% |