SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 294 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $283,000 | -84.7% | 9,985 | -81.9% | 0.08% | -82.3% |
| Q3 2018 | $1,847,000 | -36.5% | 55,077 | -37.4% | 0.45% | -42.4% |
| Q2 2018 | $2,908,000 | -0.1% | 87,991 | +1.9% | 0.79% | -5.7% |
| Q1 2018 | $2,911,000 | +118.2% | 86,360 | +120.6% | 0.84% | +116.3% |
| Q4 2017 | $1,334,000 | +1.8% | 39,155 | 0.0% | 0.39% | -5.9% |
| Q3 2017 | $1,311,000 | +5.4% | 39,155 | 0.0% | 0.41% | +2.8% |
| Q2 2017 | $1,244,000 | +6.3% | 39,155 | 0.0% | 0.40% | -1.7% |
| Q1 2017 | $1,170,000 | +126.3% | 39,155 | +105.2% | 0.41% | +94.3% |
| Q2 2016 | $517,000 | +9.5% | 19,082 | +9.6% | 0.21% | +4.5% |
| Q1 2016 | $472,000 | +6.3% | 17,407 | +8.1% | 0.20% | +4.2% |
| Q4 2015 | $444,000 | -2.6% | 16,097 | -3.4% | 0.19% | -12.3% |
| Q3 2015 | $456,000 | +34.5% | 16,663 | +49.9% | 0.22% | +51.0% |
| Q2 2015 | $339,000 | +66.2% | 11,113 | +64.4% | 0.14% | +57.6% |
| Q1 2015 | $204,000 | -60.4% | 6,758 | -56.7% | 0.09% | -66.7% |
| Q2 2014 | $515,000 | -37.3% | 15,622 | -40.1% | 0.28% | -44.7% |
| Q1 2014 | $822,000 | +9.3% | 26,099 | +8.9% | 0.50% | -5.8% |
| Q4 2013 | $752,000 | – | 23,973 | – | 0.53% | – |
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% |