SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $361 | -6.5% | 10,627 | -1.9% | 0.08% | 0.0% |
Q2 2023 | $386 | +8.1% | 10,830 | +5.6% | 0.08% | +2.6% |
Q1 2023 | $357 | +4.7% | 10,256 | -3.0% | 0.08% | +1.3% |
Q4 2022 | $341 | -99.9% | 10,572 | -1.4% | 0.08% | -6.2% |
Q3 2022 | $302,000 | -9.3% | 10,719 | +1.2% | 0.08% | -3.6% |
Q2 2022 | $333,000 | -18.8% | 10,588 | -5.3% | 0.08% | -4.6% |
Q1 2022 | $410,000 | -29.2% | 11,178 | -25.0% | 0.09% | -23.7% |
Q4 2021 | $579,000 | -1.4% | 14,897 | -1.8% | 0.11% | -8.8% |
Q3 2021 | $587,000 | -1.5% | 15,176 | +0.5% | 0.12% | +1.6% |
Q2 2021 | $596,000 | +0.8% | 15,101 | -3.9% | 0.12% | -6.8% |
Q1 2021 | $591,000 | -7.2% | 15,712 | -11.2% | 0.13% | -15.9% |
Q4 2020 | $637,000 | +15.4% | 17,685 | +0.6% | 0.16% | +0.6% |
Q3 2020 | $552,000 | +3.2% | 17,582 | -2.3% | 0.16% | -2.5% |
Q2 2020 | $535,000 | +15.8% | 17,998 | +0.7% | 0.16% | -1.8% |
Q1 2020 | $462,000 | -21.0% | 17,872 | +2.8% | 0.16% | +4.5% |
Q4 2019 | $585,000 | +11.6% | 17,389 | +5.7% | 0.16% | +7.6% |
Q3 2019 | $524,000 | -0.8% | 16,455 | +0.0% | 0.14% | -3.3% |
Q2 2019 | $528,000 | +2.1% | 16,448 | -0.4% | 0.15% | -2.6% |
Q1 2019 | $517,000 | +17.0% | 16,515 | +5.9% | 0.15% | -0.6% |
Q4 2018 | $442,000 | -11.8% | 15,601 | +4.4% | 0.16% | +19.2% |
Q3 2018 | $501,000 | -44.2% | 14,939 | -44.5% | 0.13% | +4.0% |
Q2 2018 | $898,000 | +113.8% | 26,921 | +116.0% | 0.12% | +4.2% |
Q1 2018 | $420,000 | -0.7% | 12,465 | +0.4% | 0.12% | +3.4% |
Q4 2017 | $423,000 | +13.4% | 12,415 | +11.5% | 0.12% | +11.5% |
Q3 2017 | $373,000 | +77.6% | 11,138 | +68.8% | 0.10% | +73.3% |
Q2 2017 | $210,000 | – | 6,597 | – | 0.06% | – |
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% |