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 | $1,923,952 | -5.6% | 56,653 | -0.9% | 0.10% | +24.4% |
| Q2 2023 | $2,038,916 | +1.1% | 57,193 | -1.3% | 0.08% | -7.9% |
| Q1 2023 | $2,017,456 | +5.6% | 57,973 | -2.3% | 0.09% | +2.3% |
| Q4 2022 | $1,910,500 | -16.0% | 59,314 | -26.6% | 0.09% | -15.5% |
| Q3 2022 | $2,274,000 | -48.2% | 80,829 | -42.1% | 0.10% | -38.7% |
| Q2 2022 | $4,394,000 | +263.7% | 139,720 | +324.8% | 0.17% | +242.9% |
| Q1 2022 | $1,208,000 | -49.3% | 32,892 | -46.3% | 0.05% | -51.5% |
| Q4 2021 | $2,381,000 | +245.6% | 61,243 | +244.2% | 0.10% | +188.6% |
| Q3 2021 | $689,000 | +131.2% | 17,792 | +124.6% | 0.04% | +118.8% |
| Q1 2021 | $298,000 | -99.6% | 7,923 | +323.0% | 0.02% | +300.0% |
| Q4 2020 | $67,461,000 | +13867.1% | 1,873 | +12386.7% | 0.00% | – |
| Q3 2020 | $483,000 | – | 15 | – | 0.00% | – |
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% |