SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $12,931,000 | +2.0% | 386,348 | -7.2% | 7.32% | -23.3% |
| Q2 2015 | $12,683,000 | +252.0% | 416,254 | +264.3% | 9.55% | +82.6% |
| Q4 2013 | $3,603,000 | -21.6% | 114,270 | -24.5% | 5.23% | +25.5% |
| Q3 2013 | $4,597,000 | +14.6% | 151,278 | +2.8% | 4.16% | -46.1% |
| Q2 2013 | $4,010,000 | – | 147,205 | – | 7.73% | – |
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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% |