SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,505 | -2.1% | 221 | +2.8% | 0.00% | 0.0% |
| Q2 2023 | $7,665 | +2.4% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,482 | +10.1% | 215 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $6,796 | +13.3% | 211 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 211 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 211 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 211 | +7.1% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +700.0% | 197 | +579.3% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 29 | +3.6% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | – | 28 | – | 0.00% | – |
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% |