SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,249,000 | +20.9% | 75,601 | +5.0% | 1.05% | +24.7% |
| Q1 2020 | $1,860,000 | -25.1% | 71,981 | -2.5% | 0.84% | +22.8% |
| Q4 2019 | $2,484,000 | +14.7% | 73,862 | +8.7% | 0.69% | +72.0% |
| Q3 2019 | $2,165,000 | +6.3% | 67,960 | +7.1% | 0.40% | +10.8% |
| Q2 2019 | $2,036,000 | +3.6% | 63,434 | +1.0% | 0.36% | +5.9% |
| Q1 2019 | $1,966,000 | +29.1% | 62,797 | +16.9% | 0.34% | +9.6% |
| Q4 2018 | $1,523,000 | -18.8% | 53,722 | -3.9% | 0.31% | -23.6% |
| Q3 2018 | $1,875,000 | -3.7% | 55,909 | -5.1% | 0.41% | -7.9% |
| Q2 2018 | $1,947,000 | – | 58,906 | – | 0.44% | – |
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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% |