SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $16,096,000 | +20.2% | 541,030 | +4.4% | 1.00% | -1.7% |
| Q1 2020 | $13,388,000 | -19.1% | 518,124 | +5.3% | 1.01% | +5.9% |
| Q4 2019 | $16,543,000 | +9.8% | 491,927 | +4.0% | 0.96% | 0.0% |
| Q3 2019 | $15,066,000 | -0.5% | 472,897 | +0.2% | 0.96% | -5.8% |
| Q2 2019 | $15,144,000 | +7.0% | 471,910 | +4.4% | 1.02% | +15.3% |
| Q1 2019 | $14,152,000 | +33.6% | 451,987 | +21.0% | 0.88% | +12.2% |
| Q4 2018 | $10,591,000 | +14.9% | 373,579 | +35.9% | 0.78% | +19.5% |
| Q3 2018 | $9,219,000 | +8.3% | 274,941 | +6.7% | 0.66% | +0.8% |
| Q2 2018 | $8,514,000 | -99.9% | 257,602 | +13.3% | 0.65% | +2.2% |
| Q1 2018 | $7,666,574,000 | +117919.9% | 227,427 | +19.3% | 0.64% | +17.5% |
| Q4 2017 | $6,496,000 | +12.6% | 190,658 | +10.6% | 0.54% | +13.6% |
| Q3 2017 | $5,770,000 | +14.8% | 172,398 | +9.0% | 0.48% | +1.1% |
| Q2 2017 | $5,028,000 | +4.1% | 158,206 | -2.3% | 0.47% | +0.6% |
| Q1 2017 | $4,829,000 | -46.8% | 161,865 | -50.6% | 0.47% | -45.5% |
| Q4 2016 | $9,078,000 | -75.6% | 327,951 | +153.8% | 0.86% | +162.5% |
| Q3 2016 | $37,197,000 | +1140.3% | 129,201 | +14.7% | 0.33% | -12.3% |
| Q2 2016 | $2,999,000 | -2.9% | 112,617 | -1.1% | 0.37% | -8.8% |
| Q1 2016 | $3,087,000 | -7.7% | 113,903 | -6.1% | 0.41% | -21.2% |
| Q4 2015 | $3,344,000 | +16.3% | 121,353 | +15.5% | 0.52% | +8.3% |
| Q3 2015 | $2,876,000 | +23.9% | 105,073 | +37.9% | 0.48% | +78.4% |
| Q2 2015 | $2,322,000 | +29.4% | 76,209 | +33.5% | 0.27% | +6.3% |
| Q1 2015 | $1,795,000 | +54.6% | 57,084 | +41.6% | 0.25% | +29.1% |
| Q4 2014 | $1,161,000 | +46.0% | 40,325 | +57.4% | 0.20% | +54.3% |
| Q3 2014 | $795,000 | -8.6% | 25,627 | -2.9% | 0.13% | -7.3% |
| Q2 2014 | $870,000 | – | 26,390 | – | 0.14% | – |
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% |