SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,834 | -85.5% | 54 | -84.7% | 0.00% | -100.0% |
| Q2 2023 | $12,620 | -57.3% | 354 | -58.3% | 0.00% | -57.1% |
| Q1 2023 | $29,545 | -2.3% | 849 | -9.6% | 0.01% | 0.0% |
| Q4 2022 | $30,245 | +16.3% | 939 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -71.7% | 939 | -68.1% | 0.01% | -68.2% |
| Q2 2022 | $92,000 | -25.8% | 2,939 | -12.9% | 0.02% | -12.0% |
| Q1 2022 | $124,000 | -6.8% | 3,376 | -1.1% | 0.02% | +8.7% |
| Q4 2021 | $133,000 | -3.6% | 3,414 | -4.2% | 0.02% | -11.5% |
| Q3 2021 | $138,000 | -2.1% | 3,564 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $141,000 | +7.6% | 3,564 | +2.6% | 0.03% | +4.0% |
| Q1 2021 | $131,000 | +22.4% | 3,472 | +16.6% | 0.02% | +19.0% |
| Q4 2020 | $107,000 | +15.1% | 2,977 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $93,000 | +4.5% | 2,977 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $89,000 | +15.6% | 2,977 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $77,000 | -23.0% | 2,974 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $100,000 | +5.3% | 2,974 | +0.4% | 0.02% | 0.0% |
| Q2 2019 | $95,000 | -49.2% | 2,963 | -50.3% | 0.02% | -51.2% |
| Q1 2019 | $187,000 | +10.7% | 5,963 | 0.0% | 0.04% | -4.4% |
| Q4 2018 | $169,000 | -15.5% | 5,963 | +0.2% | 0.04% | 0.0% |
| Q3 2018 | $200,000 | +4.2% | 5,953 | +2.6% | 0.04% | -6.2% |
| Q2 2018 | $192,000 | -2.0% | 5,804 | 0.0% | 0.05% | -4.0% |
| Q1 2018 | $196,000 | +4800.0% | 5,804 | +4777.3% | 0.05% | +4900.0% |
| Q4 2017 | $4,000 | – | 119 | – | 0.00% | – |
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% |