SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 516 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 ↓ |
---|---|---|---|
Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |