SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,230,669 | -2.6% | 36,239 | +2.3% | 0.94% | +1.3% |
| Q2 2023 | $1,263,117 | -9.7% | 35,431 | -11.8% | 0.92% | -12.9% |
| Q1 2023 | $1,398,513 | +4.9% | 40,187 | -2.9% | 1.06% | +0.9% |
| Q4 2022 | $1,333,692 | +12.7% | 41,406 | -1.5% | 1.05% | +7.2% |
| Q3 2022 | $1,183,000 | -8.6% | 42,048 | +2.1% | 0.98% | -4.2% |
| Q2 2022 | $1,295,000 | -15.1% | 41,183 | -0.8% | 1.02% | +2.5% |
| Q1 2022 | $1,525,000 | -6.0% | 41,536 | -0.5% | 1.00% | +0.2% |
| Q4 2021 | $1,623,000 | +89.8% | 41,741 | +88.9% | 1.00% | +75.5% |
| Q3 2021 | $855,000 | +1.2% | 22,101 | +3.2% | 0.57% | +2.5% |
| Q2 2021 | $845,000 | +10.0% | 21,413 | +4.8% | 0.55% | -1.2% |
| Q1 2021 | $768,000 | +8.3% | 20,427 | +3.8% | 0.56% | -3.6% |
| Q4 2020 | $709,000 | +48.9% | 19,678 | +29.9% | 0.58% | +32.9% |
| Q3 2020 | $476,000 | +1.5% | 15,151 | -3.9% | 0.44% | +2.3% |
| Q2 2020 | $469,000 | -8.9% | 15,767 | -20.9% | 0.43% | -21.2% |
| Q1 2020 | $515,000 | -52.1% | 19,924 | -37.7% | 0.54% | -44.1% |
| Q4 2019 | $1,076,000 | +4.9% | 31,987 | -0.7% | 0.97% | -4.1% |
| Q3 2019 | $1,026,000 | -2.4% | 32,202 | -1.7% | 1.01% | -3.1% |
| Q2 2019 | $1,051,000 | +4.1% | 32,752 | +1.5% | 1.05% | +3.9% |
| Q1 2019 | $1,010,000 | -6.0% | 32,271 | -14.9% | 1.01% | -13.6% |
| Q4 2018 | $1,075,000 | +22.9% | 37,917 | +45.2% | 1.17% | +40.7% |
| Q3 2018 | $875,000 | +11.9% | 26,110 | +10.3% | 0.83% | +14.3% |
| Q2 2018 | $782,000 | +15.5% | 23,670 | +17.8% | 0.72% | +17.1% |
| Q1 2018 | $677,000 | +28.0% | 20,086 | +29.4% | 0.62% | +35.7% |
| Q4 2017 | $529,000 | – | 15,527 | – | 0.46% | – |
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% |