SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,043 | -4.7% | 6,185 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $220,495 | +1.1% | 6,185 | -1.3% | 0.04% | -13.6% |
| Q1 2023 | $218,022 | -77.5% | 6,265 | -78.2% | 0.04% | -83.4% |
| Q1 2018 | $968,000 | -6.0% | 28,729 | -5.0% | 0.26% | -7.0% |
| Q4 2017 | $1,030,000 | +12.0% | 30,228 | +9.9% | 0.28% | +2.5% |
| Q3 2017 | $920,000 | +12.1% | 27,499 | +6.5% | 0.28% | +6.1% |
| Q2 2017 | $821,000 | +30.7% | 25,819 | +22.8% | 0.26% | +29.7% |
| Q1 2017 | $628,000 | +19.8% | 21,019 | +11.0% | 0.20% | +10.4% |
| Q4 2016 | $524,000 | -55.1% | 18,939 | -53.3% | 0.18% | -56.4% |
| Q3 2016 | $1,168,000 | +6.2% | 40,569 | 0.0% | 0.42% | +6.1% |
| Q2 2016 | $1,100,000 | -48.5% | 40,569 | -48.5% | 0.40% | -49.0% |
| Q1 2016 | $2,135,000 | -1.7% | 78,769 | 0.0% | 0.78% | -4.2% |
| Q4 2015 | $2,171,000 | -11.4% | 78,769 | -12.0% | 0.81% | -8.8% |
| Q3 2015 | $2,449,000 | -17.7% | 89,469 | -8.4% | 0.89% | -10.2% |
| Q2 2015 | $2,976,000 | +2.1% | 97,669 | +1.3% | 0.99% | +3.9% |
| Q1 2015 | $2,915,000 | +121.2% | 96,439 | +111.5% | 0.95% | +116.1% |
| Q4 2014 | $1,318,000 | -10.5% | 45,594 | -4.0% | 0.44% | -16.8% |
| Q3 2014 | $1,473,000 | +177.9% | 47,500 | +195.5% | 0.53% | +177.5% |
| Q2 2014 | $530,000 | – | 16,075 | – | 0.19% | – |
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% |