SlateStone Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$1,386,000
+5.6%
41,2230.0%0.32%
-17.2%
Q3 2019$1,313,000
-2.1%
41,223
-1.4%
0.38%
+1.3%
Q2 2019$1,341,000
+2.4%
41,8010.0%0.38%
-6.0%
Q1 2019$1,309,000
+10.5%
41,8010.0%0.40%
-26.2%
Q4 2018$1,185,00041,8010.54%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders