SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $107,000 | -68.3% | 3,794 | -62.4% | 0.09% | -63.4% |
| Q3 2018 | $338,000 | -2.6% | 10,080 | -4.1% | 0.24% | +3.4% |
| Q2 2018 | $347,000 | -8.0% | 10,514 | -6.0% | 0.24% | -7.1% |
| Q1 2018 | $377,000 | +46.1% | 11,191 | +47.5% | 0.25% | +40.6% |
| Q4 2017 | $258,000 | +4.0% | 7,587 | +2.1% | 0.18% | -2.7% |
| Q3 2017 | $248,000 | +5.1% | 7,429 | 0.0% | 0.18% | -0.5% |
| Q2 2017 | $236,000 | – | 7,429 | – | 0.19% | – |
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% |