SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,476 | -6.7% | 9,908 | -2.0% | 0.10% | +1.0% |
| Q2 2023 | $360,528 | +2.4% | 10,113 | 0.0% | 0.10% | -10.5% |
| Q1 2023 | $351,932 | +3.0% | 10,113 | -4.7% | 0.11% | -3.4% |
| Q4 2022 | $341,845 | +9.2% | 10,613 | -4.5% | 0.12% | +32.6% |
| Q3 2022 | $313,000 | -11.8% | 11,113 | -1.6% | 0.09% | -4.3% |
| Q2 2022 | $355,000 | -14.5% | 11,288 | -0.2% | 0.09% | +4.5% |
| Q1 2022 | $415,000 | -5.7% | 11,315 | 0.0% | 0.09% | -8.2% |
| Q4 2021 | $440,000 | -1.8% | 11,315 | -2.2% | 0.10% | -16.4% |
| Q3 2021 | $448,000 | -2.4% | 11,565 | -0.6% | 0.12% | -4.1% |
| Q2 2021 | $459,000 | +3.4% | 11,640 | -1.5% | 0.12% | -1.6% |
| Q1 2021 | $444,000 | -4.3% | 11,814 | -8.3% | 0.12% | -14.0% |
| Q4 2020 | $464,000 | +5.2% | 12,880 | -8.4% | 0.14% | -6.5% |
| Q3 2020 | $441,000 | 0.0% | 14,055 | -5.3% | 0.15% | -7.8% |
| Q2 2020 | $441,000 | +8.4% | 14,835 | -5.7% | 0.17% | -9.8% |
| Q1 2020 | $407,000 | +27.6% | 15,735 | +66.0% | 0.18% | +55.9% |
| Q4 2019 | $319,000 | +5.6% | 9,480 | 0.0% | 0.12% | -2.5% |
| Q3 2019 | $302,000 | -12.2% | 9,480 | -11.6% | 0.12% | -16.0% |
| Q2 2019 | $344,000 | +2.4% | 10,730 | 0.0% | 0.14% | +3.6% |
| Q1 2019 | $336,000 | +20.0% | 10,730 | +8.6% | 0.14% | +3.0% |
| Q4 2018 | $280,000 | -52.3% | 9,880 | -43.6% | 0.14% | -43.0% |
| Q3 2018 | $587,000 | – | 17,505 | – | 0.24% | – |
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% |