SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $207,000 | -96.8% | 6,503 | -97.0% | 0.01% | -96.6% |
| Q1 2017 | $6,416,000 | +496.8% | 214,813 | +453.2% | 0.18% | +584.6% |
| Q4 2016 | $1,075,000 | -29.1% | 38,829 | -26.3% | 0.03% | -27.8% |
| Q3 2016 | $1,516,000 | +68.6% | 52,669 | +58.8% | 0.04% | +44.0% |
| Q1 2016 | $899,000 | +10.4% | 33,166 | +24.1% | 0.02% | +66.7% |
| Q2 2015 | $814,000 | -50.5% | 26,729 | -49.5% | 0.02% | -53.1% |
| Q3 2014 | $1,643,000 | +128.8% | 52,977 | +124.2% | 0.03% | +255.6% |
| Q3 2013 | $718,000 | – | 23,632 | – | 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% |