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 | $469,000 | +44.8% | 13,957 | +37.1% | 0.10% | +34.7% |
| Q3 2019 | $324,000 | -0.9% | 10,177 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $327,000 | +2.5% | 10,177 | 0.0% | 0.07% | -2.6% |
| Q1 2019 | $319,000 | +10.4% | 10,177 | 0.0% | 0.08% | -2.6% |
| Q4 2018 | $289,000 | -11.1% | 10,177 | +5.1% | 0.08% | +5.4% |
| Q3 2018 | $325,000 | +5.5% | 9,682 | +3.8% | 0.07% | -3.9% |
| Q2 2018 | $308,000 | -1.3% | 9,326 | 0.0% | 0.08% | -13.5% |
| Q3 2017 | $312,000 | +5.4% | 9,326 | 0.0% | 0.09% | -10.1% |
| Q2 2017 | $296,000 | +6.1% | 9,326 | 0.0% | 0.10% | -1.0% |
| Q1 2017 | $279,000 | +8.1% | 9,326 | 0.0% | 0.10% | +2.0% |
| Q4 2016 | $258,000 | -3.7% | 9,326 | 0.0% | 0.10% | -9.3% |
| Q3 2016 | $268,000 | +5.9% | 9,326 | 0.0% | 0.11% | +2.9% |
| Q2 2016 | $253,000 | -3.8% | 9,326 | -3.9% | 0.10% | -7.9% |
| Q1 2016 | $263,000 | -1.5% | 9,706 | 0.0% | 0.11% | -14.3% |
| Q4 2015 | $267,000 | -9.8% | 9,706 | -10.2% | 0.13% | -18.9% |
| Q3 2015 | $296,000 | -10.3% | 10,814 | 0.0% | 0.16% | -2.4% |
| Q2 2015 | $330,000 | -12.9% | 10,814 | -13.8% | 0.17% | -16.0% |
| Q1 2015 | $379,000 | – | 12,543 | – | 0.20% | – |
Download | ||||||
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% |