SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $104,000 | +126.1% | 2,675 | +127.7% | 0.01% | +116.7% |
| Q2 2021 | $46,000 | +820.0% | 1,175 | +840.0% | 0.01% | – |
| Q1 2021 | $5,000 | -54.5% | 125 | -58.5% | 0.00% | -100.0% |
| Q4 2020 | $11,000 | -73.8% | 301 | -77.4% | 0.00% | -75.0% |
| Q3 2020 | $42,000 | +4100.0% | 1,330 | +3811.8% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 34 | -22.7% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 44 | +76.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 25 | +13.6% | 0.00% | – |
| Q2 2019 | $1,000 | -90.9% | 22 | -93.8% | 0.00% | -100.0% |
| Q1 2019 | $11,000 | -99.9% | 354 | +28.3% | 0.00% | -50.0% |
| Q2 2016 | $7,482,000 | +46662.5% | 276 | -54.0% | 0.00% | -60.0% |
| Q3 2015 | $16,000 | – | 600 | – | 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% |