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 | $312,534 | -13.3% | 9,203 | -8.9% | 0.07% | +1.5% |
| Q2 2023 | $360,315 | +2.4% | 10,107 | 0.0% | 0.06% | -7.1% |
| Q1 2023 | $351,724 | +8.0% | 10,107 | 0.0% | 0.07% | -2.8% |
| Q4 2022 | $325,546 | +12.6% | 10,107 | -1.7% | 0.07% | 0.0% |
| Q3 2022 | $289,000 | -12.7% | 10,284 | -2.4% | 0.07% | -5.3% |
| Q2 2022 | $331,000 | -14.2% | 10,534 | +0.2% | 0.08% | +7.0% |
| Q1 2022 | $386,000 | -3.3% | 10,511 | +2.4% | 0.07% | -41.3% |
| Q4 2021 | $399,000 | -49.7% | 10,261 | -50.0% | 0.12% | -73.3% |
| Q3 2021 | $794,000 | +74.9% | 20,522 | +78.5% | 0.45% | +324.3% |
| Q2 2021 | $454,000 | +33.5% | 11,499 | +27.4% | 0.11% | +1.9% |
| Q1 2021 | $340,000 | -0.9% | 9,028 | -5.2% | 0.10% | +5.0% |
| Q4 2020 | $343,000 | +14.3% | 9,523 | -0.4% | 0.10% | +28.2% |
| Q3 2020 | $300,000 | +6.4% | 9,563 | +0.9% | 0.08% | -4.9% |
| Q2 2020 | $282,000 | +20.5% | 9,479 | 0.0% | 0.08% | +9.3% |
| Q1 2020 | $234,000 | -30.8% | 9,479 | -5.6% | 0.08% | -3.8% |
| Q4 2019 | $338,000 | +8.3% | 10,037 | +2.5% | 0.08% | -54.7% |
| Q3 2019 | $312,000 | -8.2% | 9,790 | -7.7% | 0.17% | -3.4% |
| Q2 2019 | $340,000 | +4.9% | 10,610 | +2.5% | 0.18% | -28.2% |
| Q1 2019 | $324,000 | +19.6% | 10,356 | +8.2% | 0.25% | +26.5% |
| Q4 2018 | $271,000 | -13.4% | 9,573 | +2.4% | 0.20% | -1.0% |
| Q3 2018 | $313,000 | -3.7% | 9,349 | -4.9% | 0.20% | -22.7% |
| Q2 2018 | $325,000 | +8.3% | 9,833 | +10.5% | 0.26% | +12.3% |
| Q1 2018 | $300,000 | +17.6% | 8,900 | +18.9% | 0.23% | +8.1% |
| Q4 2017 | $255,000 | – | 7,488 | – | 0.21% | – |
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% |