SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,850 | -90.4% | 5,746 | -92.4% | 0.02% | -92.0% |
| Q3 2022 | $2,139,000 | -21.5% | 76,039 | -12.2% | 0.24% | -17.1% |
| Q2 2022 | $2,724,000 | -18.7% | 86,610 | -5.1% | 0.29% | -3.0% |
| Q1 2022 | $3,350,000 | -1.4% | 91,223 | +4.4% | 0.30% | +10.0% |
| Q4 2021 | $3,396,000 | +5.8% | 87,371 | +5.4% | 0.27% | -2.9% |
| Q3 2021 | $3,209,000 | +5.0% | 82,915 | +7.0% | 0.28% | +6.5% |
| Q2 2021 | $3,057,000 | +6.2% | 77,501 | +5.9% | 0.26% | +4.4% |
| Q1 2021 | $2,879,000 | +21.4% | 73,209 | +11.2% | 0.25% | +10.2% |
| Q4 2020 | $2,371,000 | +20.8% | 65,846 | +5.4% | 0.23% | +6.1% |
| Q3 2020 | $1,963,000 | – | 62,500 | – | 0.21% | – |
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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% |