SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. 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 ↓ |
|---|---|---|---|
| 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% |