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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,565,000 | -31.6% | 66,291 | -30.3% | 0.11% | -30.4% |
| Q2 2021 | $3,750,000 | +4.9% | 95,065 | 0.0% | 0.16% | -2.4% |
| Q1 2021 | $3,576,000 | +4.5% | 95,065 | 0.0% | 0.16% | -3.5% |
| Q4 2020 | $3,423,000 | +14.7% | 95,065 | 0.0% | 0.17% | +1.8% |
| Q3 2020 | $2,985,000 | +5.6% | 95,065 | 0.0% | 0.17% | -3.4% |
| Q2 2020 | $2,828,000 | +15.1% | 95,065 | 0.0% | 0.17% | -4.4% |
| Q1 2020 | $2,456,000 | -23.2% | 95,065 | 0.0% | 0.18% | -2.2% |
| Q4 2019 | $3,197,000 | +5.5% | 95,065 | 0.0% | 0.19% | -2.1% |
| Q3 2019 | $3,029,000 | -0.7% | 95,065 | 0.0% | 0.19% | -12.4% |
| Q2 2019 | $3,051,000 | -5.2% | 95,065 | -7.6% | 0.22% | -3.1% |
| Q1 2019 | $3,220,000 | – | 102,848 | – | 0.22% | – |
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% |