SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -75.9% | 6,243 | -74.5% | 0.02% | -74.4% |
| Q4 2021 | $950,000 | +295.8% | 24,450 | +293.8% | 0.08% | +271.4% |
| Q3 2021 | $240,000 | -2.0% | 6,209 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $245,000 | +4.7% | 6,209 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $234,000 | +4.0% | 6,209 | -0.4% | 0.02% | -4.2% |
| Q4 2020 | $225,000 | +69.2% | 6,237 | +47.1% | 0.02% | +41.2% |
| Q3 2020 | $133,000 | +5.6% | 4,239 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $126,000 | +14.5% | 4,239 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $110,000 | +197.3% | 4,239 | +295.4% | 0.02% | +137.5% |
| Q4 2017 | $37,000 | – | 1,072 | – | 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% |