SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | -95.5% | 150 | -95.5% | 0.00% | -95.1% |
| Q3 2017 | $112,000 | +5.7% | 3,345 | 0.0% | 0.08% | +2.5% |
| Q2 2017 | $106,000 | +71.0% | 3,345 | +62.0% | 0.08% | +63.3% |
| Q1 2017 | $62,000 | +34.8% | 2,065 | +23.3% | 0.05% | +28.9% |
| Q4 2016 | $46,000 | -4.2% | 1,675 | 0.0% | 0.04% | -5.0% |
| Q3 2016 | $48,000 | +300.0% | 1,675 | +272.2% | 0.04% | +700.0% |
| Q2 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | -54.5% |
| Q1 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $12,000 | -14.3% | 450 | 0.0% | 0.01% | -8.3% |
| Q2 2015 | $14,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | +7.7% | 450 | 0.0% | 0.01% | +9.1% |
| Q4 2014 | $13,000 | -7.1% | 450 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $14,000 | -6.7% | 450 | 0.0% | 0.01% | -7.7% |
| Q2 2014 | $15,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $14,000 | – | 450 | – | 0.01% | – |
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% |