SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $231,000 | -8.7% | 6,875 | -13.5% | 0.20% | -16.3% |
| Q3 2019 | $253,000 | -15.7% | 7,945 | -15.3% | 0.24% | -13.1% |
| Q2 2019 | $300,000 | -19.4% | 9,378 | -21.1% | 0.28% | -14.9% |
| Q1 2019 | $372,000 | -12.1% | 11,881 | -20.3% | 0.32% | -18.8% |
| Q4 2018 | $423,000 | -21.7% | 14,910 | -7.4% | 0.40% | -5.9% |
| Q3 2018 | $540,000 | -0.6% | 16,094 | -2.1% | 0.42% | -4.1% |
| Q2 2018 | $543,000 | +12.0% | 16,442 | +14.2% | 0.44% | +8.6% |
| Q1 2018 | $485,000 | +56.5% | 14,392 | +58.2% | 0.41% | +53.2% |
| Q4 2017 | $310,000 | – | 9,097 | – | 0.26% | – |
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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% |