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 | $791,000 | +10.6% | 26,572 | -4.0% | 0.40% | -9.6% |
Q1 2020 | $715,000 | -3.8% | 27,679 | +25.3% | 0.44% | +34.5% |
Q4 2019 | $743,000 | +36.1% | 22,087 | +28.8% | 0.32% | +18.6% |
Q3 2019 | $546,000 | +1.5% | 17,150 | +2.4% | 0.27% | +1.5% |
Q2 2019 | $538,000 | +35.9% | 16,755 | +32.6% | 0.27% | +33.7% |
Q1 2019 | $396,000 | +11.9% | 12,640 | +1.2% | 0.20% | +5.2% |
Q4 2018 | $354,000 | +26.0% | 12,495 | +48.8% | 0.19% | +41.2% |
Q3 2018 | $281,000 | +3.3% | 8,395 | +1.8% | 0.14% | +11.5% |
Q2 2018 | $272,000 | -3.9% | 8,245 | -1.8% | 0.12% | -8.3% |
Q1 2018 | $283,000 | – | 8,395 | – | 0.13% | – |
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% |