SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $102,000 | +2.0% | 3,673 | 0.0% | 0.04% | -5.0% |
| Q1 2016 | $100,000 | -1.0% | 3,673 | 0.0% | 0.04% | -4.8% |
| Q4 2015 | $101,000 | +1.0% | 3,673 | 0.0% | 0.04% | -20.8% |
| Q3 2015 | $100,000 | -11.5% | 3,673 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $113,000 | -2.6% | 3,673 | 0.0% | 0.05% | -1.9% |
| Q1 2015 | $116,000 | +9.4% | 3,673 | 0.0% | 0.05% | -1.8% |
| Q4 2014 | $106,000 | -10.9% | 3,673 | 0.0% | 0.06% | -21.4% |
| Q3 2014 | $119,000 | -1.7% | 3,673 | 0.0% | 0.07% | -5.4% |
| Q2 2014 | $121,000 | +4.3% | 3,673 | 0.0% | 0.07% | -2.6% |
| Q1 2014 | $116,000 | 0.0% | 3,673 | 0.0% | 0.08% | -7.3% |
| Q4 2013 | $116,000 | – | 3,673 | – | 0.08% | – |
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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% |