SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,047,697 | -0.9% | 325,315 | +4.0% | 5.40% | +3.5% |
| Q2 2023 | $11,147,898 | +6.0% | 312,704 | +3.4% | 5.22% | +0.7% |
| Q1 2023 | $10,520,353 | +3657.3% | 302,309 | +4097.6% | 5.18% | +3798.5% |
| Q4 2021 | $280,000 | -50.6% | 7,202 | -60.2% | 0.13% | -69.6% |
| Q1 2019 | $567,000 | +16.9% | 18,116 | +5.9% | 0.44% | +33.9% |
| Q4 2018 | $485,000 | +0.2% | 17,103 | -2.2% | 0.33% | -2.4% |
| Q4 2016 | $484,000 | -20.0% | 17,488 | -16.8% | 0.34% | -17.9% |
| Q3 2016 | $605,000 | +4.5% | 21,010 | -1.7% | 0.41% | -1.2% |
| Q2 2016 | $579,000 | -25.5% | 21,375 | -25.4% | 0.41% | -28.0% |
| Q1 2016 | $777,000 | +115.8% | 28,647 | +119.2% | 0.57% | +113.4% |
| Q4 2015 | $360,000 | -18.9% | 13,070 | -19.3% | 0.27% | -25.3% |
| Q3 2015 | $444,000 | – | 16,204 | – | 0.36% | – |
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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% |