SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $113,000 | +1.8% | 3,371 | 0.0% | 0.04% | -2.5% |
| Q2 2018 | $111,000 | -2.6% | 3,371 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $114,000 | -0.9% | 3,371 | 0.0% | 0.04% | -9.3% |
| Q4 2017 | $115,000 | +1.8% | 3,371 | 0.0% | 0.04% | -8.5% |
| Q3 2017 | $113,000 | +5.6% | 3,371 | 0.0% | 0.05% | -2.1% |
| Q2 2017 | $107,000 | – | 3,371 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
| Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
| TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
| ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
| Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
| Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
| FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
| Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
| Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
| Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |