SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $103 | +33.8% | 2,895 | +30.4% | 0.01% | +33.3% |
| Q1 2023 | $77 | +22.2% | 2,220 | +12.7% | 0.01% | +20.0% |
| Q4 2022 | $63 | -99.9% | 1,970 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $55,000 | -24.7% | 1,970 | -14.6% | 0.01% | -16.7% |
| Q2 2022 | $73,000 | -51.0% | 2,306 | -43.2% | 0.01% | -45.5% |
| Q1 2022 | $149,000 | +8.8% | 4,062 | +15.7% | 0.01% | +10.0% |
| Q4 2021 | $137,000 | +953.8% | 3,512 | +932.9% | 0.01% | +900.0% |
| Q3 2021 | $13,000 | -71.7% | 340 | -70.7% | 0.00% | -75.0% |
| Q2 2021 | $46,000 | +17.9% | 1,159 | +13.2% | 0.00% | +33.3% |
| Q1 2021 | $39,000 | -22.0% | 1,024 | -36.2% | 0.00% | -40.0% |
| Q3 2020 | $50,000 | +212.5% | 1,606 | +200.2% | 0.01% | +150.0% |
| Q2 2020 | $16,000 | +14.3% | 535 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | +27.3% | 535 | +64.6% | 0.00% | +100.0% |
| Q4 2019 | $11,000 | +10.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -92.9% | 325 | -92.6% | 0.00% | -94.7% |
| Q2 2019 | $141,000 | -6.6% | 4,388 | -8.9% | 0.02% | -9.5% |
| Q1 2019 | $151,000 | -23.7% | 4,815 | -30.9% | 0.02% | -32.3% |
| Q4 2018 | $198,000 | +5.9% | 6,968 | +24.8% | 0.03% | +24.0% |
| Q3 2018 | $187,000 | +1000.0% | 5,582 | +1005.3% | 0.02% | +1150.0% |
| Q2 2018 | $17,000 | -22.7% | 505 | -22.3% | 0.00% | -33.3% |
| Q1 2018 | $22,000 | -60.7% | 650 | -60.6% | 0.00% | -57.1% |
| Q4 2017 | $56,000 | +69.7% | 1,650 | +65.0% | 0.01% | +40.0% |
| Q3 2017 | $33,000 | +3.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $32,000 | +6.7% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $30,000 | +7.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $28,000 | -3.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $29,000 | +7.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $27,000 | -60.3% | 1,000 | -60.0% | 0.01% | -64.3% |
| Q1 2016 | $68,000 | -79.1% | 2,500 | -78.8% | 0.01% | -78.8% |
| Q4 2015 | $325,000 | +1020.7% | 11,800 | +1080.0% | 0.07% | +1000.0% |
| Q4 2014 | $29,000 | -53.2% | 1,000 | -50.0% | 0.01% | -53.8% |
| Q3 2014 | $62,000 | – | 2,000 | – | 0.01% | – |
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% |