SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $5,863,000 | +7.2% | 196,279 | -0.7% | 3.52% | +7.2% |
| Q4 2016 | $5,470,000 | -2.6% | 197,599 | +1.3% | 3.28% | -6.1% |
| Q3 2016 | $5,615,000 | -1.6% | 195,035 | -7.3% | 3.49% | -33.8% |
| Q2 2016 | $5,706,000 | -21.2% | 210,478 | -21.2% | 5.27% | -23.2% |
| Q1 2016 | $7,240,000 | -12.8% | 267,049 | -11.3% | 6.86% | -13.7% |
| Q4 2015 | $8,298,000 | – | 301,096 | – | 7.95% | – |
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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% |