SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,172,000 | +1.7% | 55,884 | +1.2% | 0.16% | -11.5% |
| Q3 2021 | $2,136,000 | +4.5% | 55,201 | +6.6% | 0.18% | +10.3% |
| Q2 2021 | $2,044,000 | +11.7% | 51,805 | +6.5% | 0.16% | +2.5% |
| Q1 2021 | $1,830,000 | +11.2% | 48,632 | +6.5% | 0.16% | +4.5% |
| Q4 2020 | $1,645,000 | +13.2% | 45,676 | -1.3% | 0.15% | -1.3% |
| Q3 2020 | $1,453,000 | +8.3% | 46,280 | +2.6% | 0.16% | -1.3% |
| Q2 2020 | $1,342,000 | +19.9% | 45,116 | +4.2% | 0.16% | -2.5% |
| Q1 2020 | $1,119,000 | -27.2% | 43,306 | -5.3% | 0.16% | -7.4% |
| Q4 2019 | $1,538,000 | +1.5% | 45,725 | -3.9% | 0.18% | -5.9% |
| Q3 2019 | $1,516,000 | -6.2% | 47,575 | -5.5% | 0.19% | -8.4% |
| Q2 2019 | $1,616,000 | +15.8% | 50,364 | +13.1% | 0.20% | +12.2% |
| Q1 2019 | $1,395,000 | -7.3% | 44,545 | -16.1% | 0.18% | -17.4% |
| Q4 2018 | $1,505,000 | -4.9% | 53,093 | +12.4% | 0.22% | +4.3% |
| Q3 2018 | $1,583,000 | +22.2% | 47,226 | +20.5% | 0.21% | +14.1% |
| Q2 2018 | $1,295,000 | +5.8% | 39,188 | +7.9% | 0.18% | +7.6% |
| Q1 2018 | $1,224,000 | +16.5% | 36,305 | +17.7% | 0.17% | +14.8% |
| Q4 2017 | $1,051,000 | +76.0% | 30,842 | +72.8% | 0.15% | +67.4% |
| Q3 2017 | $597,000 | +4.9% | 17,849 | -0.3% | 0.09% | +2.3% |
| Q2 2017 | $569,000 | +10.5% | 17,905 | +3.9% | 0.09% | +4.8% |
| Q1 2017 | $515,000 | +37.7% | 17,229 | +27.6% | 0.08% | +27.7% |
| Q4 2016 | $374,000 | +5.6% | 13,507 | +9.8% | 0.06% | +3.2% |
| Q3 2016 | $354,000 | +4.7% | 12,304 | -1.4% | 0.06% | +1.6% |
| Q2 2016 | $338,000 | +3.0% | 12,485 | +3.1% | 0.06% | +10.7% |
| Q1 2016 | $328,000 | +43.9% | 12,107 | +46.3% | 0.06% | +40.0% |
| Q4 2015 | $228,000 | +26.0% | 8,274 | +24.9% | 0.04% | +21.2% |
| Q3 2015 | $181,000 | 0.0% | 6,626 | +11.5% | 0.03% | +6.5% |
| Q2 2015 | $181,000 | +201.7% | 5,943 | +200.9% | 0.03% | +181.8% |
| Q1 2015 | $60,000 | – | 1,975 | – | 0.01% | – |
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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% |