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 | $2,675,559 | -9.3% | 78,786 | -4.8% | 0.09% | +6.2% |
| Q2 2023 | $2,949,591 | -4.5% | 82,737 | -6.8% | 0.08% | 0.0% |
| Q1 2023 | $3,088,247 | +131.6% | 88,743 | +114.4% | 0.08% | -55.2% |
| Q4 2022 | $1,333,406 | +15.6% | 41,397 | +1.0% | 0.18% | +8.4% |
| Q3 2022 | $1,153,000 | -17.5% | 40,978 | -7.8% | 0.17% | -7.7% |
| Q2 2022 | $1,398,000 | -35.9% | 44,451 | -25.2% | 0.18% | -32.5% |
| Q1 2022 | $2,181,000 | -15.7% | 59,403 | -10.8% | 0.27% | -7.3% |
| Q4 2021 | $2,588,000 | +110.4% | 66,598 | +109.6% | 0.29% | +52.9% |
| Q3 2021 | $1,230,000 | +345.7% | 31,779 | +267.5% | 0.19% | +1618.2% |
| Q3 2019 | $276,000 | -47.9% | 8,648 | -49.0% | 0.01% | -65.6% |
| Q1 2019 | $530,000 | +44.4% | 16,942 | +30.9% | 0.03% | -31.9% |
| Q4 2018 | $367,000 | -26.2% | 12,942 | -14.0% | 0.05% | +30.6% |
| Q2 2018 | $497,000 | -37.6% | 15,047 | -48.0% | 0.04% | -61.7% |
| Q4 2015 | $797,000 | +200.8% | 28,929 | +233.2% | 0.09% | -62.5% |
| Q2 2015 | $265,000 | +1.1% | 8,682 | +0.0% | 0.25% | -19.0% |
| Q1 2015 | $262,000 | – | 8,680 | – | 0.31% | – |
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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% |