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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $16,273,000 | -15.8% | 574,020 | -0.4% | 12.55% | -4.8% |
| Q3 2018 | $19,327,000 | +2.7% | 576,411 | +1.2% | 13.18% | -3.2% |
| Q2 2018 | $18,820,000 | +9.6% | 569,439 | +11.7% | 13.63% | +5.6% |
| Q1 2018 | $17,179,000 | +7.6% | 509,604 | +8.7% | 12.90% | +5.8% |
| Q4 2017 | $15,969,000 | +10.7% | 468,718 | +8.8% | 12.20% | -1.5% |
| Q3 2017 | $14,425,000 | +14.1% | 430,988 | +8.3% | 12.39% | +14.4% |
| Q2 2017 | $12,643,000 | +8.4% | 397,823 | +1.9% | 10.84% | +1.4% |
| Q1 2017 | $11,666,000 | +27.3% | 390,543 | +18.0% | 10.69% | +18.9% |
| Q4 2016 | $9,161,000 | -4.1% | 331,028 | -0.2% | 8.99% | -4.1% |
| Q3 2016 | $9,551,000 | +0.5% | 331,753 | -5.4% | 9.37% | -3.0% |
| Q2 2016 | $9,503,000 | +7.7% | 350,533 | +7.7% | 9.66% | +9.2% |
| Q1 2016 | $8,821,000 | +18.2% | 325,380 | +20.2% | 8.85% | +13.3% |
| Q4 2015 | $7,462,000 | +147.9% | 270,763 | +146.2% | 7.81% | +150.1% |
| Q3 2015 | $3,010,000 | +1.4% | 109,983 | +12.9% | 3.12% | +41.0% |
| Q2 2015 | $2,969,000 | +42.8% | 97,437 | +41.7% | 2.22% | +48.7% |
| Q1 2015 | $2,079,000 | +5675.0% | 68,762 | +5357.3% | 1.49% | +6108.3% |
| Q4 2014 | $36,000 | -7.7% | 1,260 | 0.0% | 0.02% | -7.7% |
| Q3 2014 | $39,000 | – | 1,260 | – | 0.03% | – |
Download | ||||||
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% |