SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,458 | +13.7% | 16,209 | +19.3% | 0.01% | +14.3% |
| Q2 2023 | $484,198 | +6.9% | 13,582 | +4.4% | 0.01% | 0.0% |
| Q1 2023 | $452,887 | +105.8% | 13,014 | +90.5% | 0.01% | +75.0% |
| Q4 2022 | $220,059 | +28.7% | 6,832 | +12.5% | 0.00% | +33.3% |
| Q3 2022 | $171,000 | -36.7% | 6,073 | -29.2% | 0.00% | -40.0% |
| Q2 2022 | $270,000 | -16.1% | 8,579 | -2.1% | 0.01% | 0.0% |
| Q1 2022 | $322,000 | +163.9% | 8,767 | +178.3% | 0.01% | +150.0% |
| Q4 2021 | $122,000 | -3.9% | 3,150 | -3.7% | 0.00% | -33.3% |
| Q3 2021 | $127,000 | +84.1% | 3,272 | +87.3% | 0.00% | +200.0% |
| Q2 2021 | $69,000 | +43.8% | 1,747 | +36.7% | 0.00% | 0.0% |
| Q1 2021 | $48,000 | +23.1% | 1,278 | +16.9% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +8.3% | 1,093 | -4.4% | 0.00% | 0.0% |
| Q3 2020 | $36,000 | +5.9% | 1,143 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +3300.0% | 1,143 | +2232.7% | 0.00% | – |
| Q1 2020 | $1,000 | – | 49 | – | 0.00% | – |
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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% |