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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q2 2016 | $336,000 | -4.5% | 12,407 | -4.5% | 0.30% | -9.7% |
| Q1 2016 | $352,000 | -8.8% | 12,995 | -7.2% | 0.33% | +7.8% |
| Q4 2015 | $386,000 | -7.0% | 13,998 | -7.7% | 0.31% | -12.3% |
| Q3 2015 | $415,000 | -57.0% | 15,163 | -52.1% | 0.35% | -47.3% |
| Q2 2015 | $964,000 | +38.3% | 31,624 | +37.2% | 0.66% | +32.4% |
| Q1 2015 | $697,000 | +0.9% | 23,055 | -3.6% | 0.50% | +2.9% |
| Q4 2014 | $691,000 | -8.8% | 23,917 | -2.1% | 0.49% | -19.3% |
| Q3 2014 | $758,000 | -6.9% | 24,438 | -1.0% | 0.60% | -6.2% |
| Q2 2014 | $814,000 | +32.4% | 24,679 | +26.4% | 0.64% | +24.2% |
| Q1 2014 | $615,000 | +23.5% | 19,529 | +23.7% | 0.52% | +15.9% |
| Q4 2013 | $498,000 | – | 15,790 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leverty Financial Group, LLC | 932,097 | $29,314,000 | 27.32% |
| Global Strategic Investment Solutions, LLC | 10,494,219 | $330,043,000 | 23.75% |
| TimeScale Financial, Inc. | 2,700,017 | $84,916,000 | 23.28% |
| Guardian Financial Partners, LLC | 479,538 | $15,081,000 | 16.90% |
| Matrix Trust Co | 1,878,398 | $59,076,000 | 16.31% |
| ACT WEALTH MANAGEMENT, LLC | 703,096 | $22,112,000 | 14.46% |
| Evergreen Advisors, LLC | 1,008,388 | $31,714,000 | 12.77% |
| REGENTATLANTIC CAPITAL LLC | 11,021,090 | $346,613,000 | 11.42% |
| Riverpoint Wealth Management Holdings, LLC | 896,934 | $28,209,000 | 11.36% |
| Flower City Capital | 360,691 | $11,344,000 | 11.03% |