SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $16,991,000 | -6.4% | 599,439 | +10.7% | 4.09% | +27.4% |
| Q3 2018 | $18,153,000 | +0.5% | 541,730 | -0.8% | 3.21% | -16.0% |
| Q2 2018 | $18,056,000 | +1.8% | 546,151 | +3.7% | 3.82% | +3.4% |
| Q1 2018 | $17,741,000 | +5.8% | 526,569 | +7.0% | 3.69% | -18.6% |
| Q4 2017 | $16,768,000 | +8.4% | 492,072 | +6.5% | 4.53% | -3.9% |
| Q3 2017 | $15,464,000 | +5.9% | 462,222 | +0.7% | 4.71% | +2.7% |
| Q2 2017 | $14,601,000 | +10.2% | 459,201 | +3.5% | 4.59% | +8.0% |
| Q1 2017 | $13,252,000 | +13.9% | 443,708 | +5.6% | 4.25% | -2.9% |
| Q4 2016 | $11,631,000 | +5.2% | 420,350 | +9.4% | 4.37% | -2.4% |
| Q3 2016 | $11,053,000 | +7.0% | 384,204 | +0.9% | 4.48% | -7.5% |
| Q2 2016 | $10,327,000 | +10.9% | 380,962 | +10.9% | 4.85% | +6.7% |
| Q1 2016 | $9,315,000 | +150.7% | 343,574 | +154.9% | 4.54% | +151.0% |
| Q4 2015 | $3,716,000 | +10.8% | 134,782 | +10.0% | 1.81% | -12.3% |
| Q3 2015 | $3,355,000 | +163.1% | 122,564 | +193.1% | 2.06% | +150.1% |
| Q2 2015 | $1,275,000 | +139.2% | 41,822 | +136.7% | 0.82% | +139.8% |
| Q1 2015 | $533,000 | – | 17,668 | – | 0.34% | – |
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% |