Peachtree Investment Advisors, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 659 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Peachtree Investment Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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%
1,2600.0%0.02%
-7.7%
Q3 2014$39,0001,2600.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Global Strategic Investment Solutions, LLC 20,823,531$585,766,00028.11%
Leverty Financial Group, LLC 1,009,227$28,397,00027.46%
TimeScale Financial, Inc. 2,762,498$77,709,00022.56%
ACT WEALTH MANAGEMENT, LLC 749,045$21,071,00015.06%
Matrix Trust Co 1,851,681$52,088,00014.85%
Paradigm, Strategies in Wealth Management, LLC 539,981$15,190,00013.85%
FINANCIAL CONSULATE, INC 1,153,813$32,457,00013.69%
Guardian Financial Partners, LLC 398,750$11,217,00013.00%
Evergreen Advisors, LLC 1,032,344$29,040,00012.22%
Riverpoint Wealth Management Holdings, LLC 990,998$27,877,00011.86%
View complete list of SCHWAB STRATEGIC TR shareholders