SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $985,000 | +13.0% | 35,588 | +17.5% | 1.28% | +14.8% |
| Q3 2016 | $872,000 | +19.8% | 30,296 | +12.8% | 1.12% | +26.3% |
| Q2 2016 | $728,000 | +19.0% | 26,866 | +19.1% | 0.89% | +29.3% |
| Q1 2016 | $612,000 | +14.0% | 22,563 | +15.7% | 0.68% | +2.9% |
| Q4 2015 | $537,000 | -11.5% | 19,498 | -12.0% | 0.67% | +1.1% |
| Q3 2015 | $607,000 | -15.6% | 22,165 | -6.1% | 0.66% | +4.1% |
| Q2 2015 | $719,000 | +101.4% | 23,608 | +99.7% | 0.63% | +115.3% |
| Q1 2015 | $357,000 | +3866.7% | 11,819 | +3906.4% | 0.29% | +4100.0% |
| Q1 2014 | $9,000 | – | 295 | – | 0.01% | – |
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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% |