SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $7,130,000 | +11.3% | 211,947 | +5.4% | 0.05% | +4.3% |
Q3 2019 | $6,408,000 | -3.1% | 201,073 | -2.4% | 0.05% | -7.8% |
Q2 2019 | $6,613,000 | -1.2% | 205,981 | -3.6% | 0.05% | -7.3% |
Q1 2019 | $6,693,000 | +30.1% | 213,748 | +17.9% | 0.06% | +10.0% |
Q4 2018 | $5,143,000 | -0.2% | 181,360 | +18.0% | 0.05% | -3.8% |
Q3 2018 | $5,155,000 | +22.7% | 153,757 | +20.9% | 0.05% | -10.3% |
Q2 2018 | $4,203,000 | -5.6% | 127,166 | -3.7% | 0.06% | -4.9% |
Q1 2018 | $4,454,000 | +9.5% | 132,106 | +10.7% | 0.06% | +13.0% |
Q4 2017 | $4,067,000 | +17.3% | 119,370 | +15.3% | 0.05% | -1.8% |
Q3 2017 | $3,466,000 | +14.1% | 103,556 | +8.3% | 0.06% | +3.8% |
Q2 2017 | $3,039,000 | +20.0% | 95,618 | +12.7% | 0.05% | +3.9% |
Q1 2017 | $2,533,000 | +12.2% | 84,817 | +4.0% | 0.05% | 0.0% |
Q4 2016 | $2,257,000 | +5.9% | 81,523 | +10.1% | 0.05% | 0.0% |
Q3 2016 | $2,131,000 | +95.7% | 74,014 | +83.6% | 0.05% | +75.9% |
Q2 2016 | $1,089,000 | – | 40,313 | – | 0.03% | – |
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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% |