SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,444 | -5.6% | 31,300 | +0.5% | 0.19% | -5.1% |
| Q2 2023 | $1,110,472 | +2.7% | 31,150 | +0.3% | 0.20% | -6.2% |
| Q1 2023 | $1,080,910 | +5.1% | 31,061 | -2.7% | 0.21% | -3.7% |
| Q4 2022 | $1,028,099 | +26.3% | 31,919 | +10.6% | 0.22% | +12.4% |
| Q3 2022 | $814,000 | +18.0% | 28,849 | +31.3% | 0.19% | +18.3% |
| Q2 2022 | $690,000 | -0.4% | 21,974 | +16.9% | 0.16% | +18.0% |
| Q1 2022 | $693,000 | -3.2% | 18,794 | +2.2% | 0.14% | -2.8% |
| Q4 2021 | $716,000 | +11.5% | 18,383 | +10.8% | 0.14% | -28.1% |
| Q3 2021 | $642,000 | +10.1% | 16,595 | +11.8% | 0.20% | +15.7% |
| Q2 2021 | $583,000 | -3.2% | 14,848 | -10.3% | 0.17% | -27.1% |
| Q4 2020 | $602,000 | +14.7% | 16,554 | -1.2% | 0.24% | -14.2% |
| Q3 2020 | $525,000 | -9.9% | 16,747 | -14.4% | 0.28% | -32.3% |
| Q2 2020 | $583,000 | +11.7% | 19,556 | -3.0% | 0.41% | -21.3% |
| Q1 2020 | $522,000 | -19.2% | 20,159 | +4.6% | 0.52% | -4.8% |
| Q4 2019 | $646,000 | – | 19,266 | – | 0.54% | – |
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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% |