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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,871,000 | -87.1% | 72,408 | -83.2% | 0.52% | -84.4% |
| Q4 2019 | $14,512,000 | -1.8% | 431,519 | -6.9% | 3.34% | -9.5% |
| Q3 2019 | $14,771,000 | -1.3% | 463,610 | -0.6% | 3.70% | -7.3% |
| Q2 2019 | $14,972,000 | +4.5% | 466,559 | +2.0% | 3.99% | -2.4% |
| Q1 2019 | $14,326,000 | -34.1% | 457,539 | -40.3% | 4.09% | -41.8% |
| Q4 2018 | $21,743,000 | +98731.8% | 766,934 | +115576.3% | 7.02% | +87612.5% |
| Q2 2018 | $22,000 | 0.0% | 663 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $22,000 | +15.8% | 663 | +11.1% | 0.01% | 0.0% |
| Q3 2017 | $19,000 | -5.0% | 597 | -9.3% | 0.01% | 0.0% |
| Q2 2017 | $20,000 | 0.0% | 658 | +2.5% | 0.01% | 0.0% |
| Q1 2017 | $20,000 | +11.1% | 642 | 0.0% | 0.01% | +60.0% |
| Q4 2016 | $18,000 | -52.6% | 642 | -51.5% | 0.01% | -66.7% |
| Q3 2016 | $38,000 | – | 1,324 | – | 0.02% | – |
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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% |