SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $202,000 | -2.4% | 5,109 | -7.3% | 0.02% | -5.9% |
Q1 2021 | $207,000 | +2.5% | 5,509 | -1.9% | 0.02% | -5.6% |
Q4 2020 | $202,000 | -91.7% | 5,616 | -92.3% | 0.02% | -93.6% |
Q4 2019 | $2,446,000 | +1.1% | 72,730 | -4.2% | 0.28% | -9.1% |
Q3 2019 | $2,420,000 | +4.4% | 75,947 | +5.1% | 0.31% | +1.0% |
Q2 2019 | $2,319,000 | +8.8% | 72,273 | +6.2% | 0.31% | +3.7% |
Q1 2019 | $2,132,000 | +48.7% | 68,082 | +34.6% | 0.30% | +31.7% |
Q4 2018 | $1,434,000 | -9.4% | 50,580 | +7.1% | 0.22% | -5.1% |
Q3 2018 | $1,583,000 | +2.7% | 47,213 | +1.2% | 0.24% | -0.8% |
Q2 2018 | $1,541,000 | -7.4% | 46,634 | -4.5% | 0.24% | -9.5% |
Q4 2017 | $1,665,000 | -17.8% | 48,856 | -19.3% | 0.26% | -21.5% |
Q3 2017 | $2,026,000 | +7.1% | 60,525 | +1.7% | 0.34% | +1.2% |
Q2 2017 | $1,891,000 | +10.8% | 59,515 | +4.2% | 0.33% | +6.8% |
Q1 2017 | $1,706,000 | +28.5% | 57,117 | +19.0% | 0.31% | +21.6% |
Q4 2016 | $1,328,000 | +153.9% | 47,993 | +164.1% | 0.26% | +145.2% |
Q3 2016 | $523,000 | – | 18,174 | – | 0.10% | – |
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% |