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 | $676,178 | -1.7% | 19,911 | +3.2% | 0.08% | 0.0% |
Q2 2023 | $688,116 | +3.5% | 19,302 | +1.1% | 0.08% | -5.9% |
Q1 2023 | $664,645 | -1.0% | 19,099 | -8.3% | 0.08% | -10.5% |
Q4 2022 | $671,031 | +18.6% | 20,833 | +3.6% | 0.10% | +5.6% |
Q3 2022 | $566,000 | -1.6% | 20,113 | +9.9% | 0.09% | -1.1% |
Q2 2022 | $575,000 | -9.9% | 18,294 | +5.2% | 0.09% | +3.4% |
Q1 2022 | $638,000 | -8.6% | 17,387 | -3.1% | 0.09% | -8.3% |
Q4 2021 | $698,000 | -14.7% | 17,948 | -15.0% | 0.10% | -24.4% |
Q3 2021 | $818,000 | +11.1% | 21,127 | +13.2% | 0.13% | +6.7% |
Q2 2021 | $736,000 | +7.6% | 18,662 | +2.6% | 0.12% | -2.5% |
Q1 2021 | $684,000 | – | 18,194 | – | 0.12% | – |
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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% |