SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,709 | -4.7% | 227 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,092 | +2.4% | 227 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,900 | +157900.0% | 227 | +23.4% | 0.00% | – |
Q4 2022 | $5 | -100.0% | 184 | -62.0% | 0.00% | -100.0% |
Q3 2022 | $8,444,000 | -24.0% | 484 | 0.0% | 0.02% | -20.0% |
Q2 2022 | $11,111,000 | -0.0% | 484 | 0.0% | 0.02% | +4.2% |
Q1 2022 | $11,112,000 | -4.6% | 484 | 0.0% | 0.02% | -11.1% |
Q4 2021 | $11,650,000 | 0.0% | 484 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $11,650,000 | -1.6% | 484 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $11,842,000 | +4.9% | 484 | 0.0% | 0.03% | -10.0% |
Q1 2021 | $11,292,000 | +564500.0% | 484 | +749.1% | 0.03% | – |
Q4 2020 | $2,000 | +100.0% | 57 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q2 2019 | $1,000 | – | 57 | – | 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% |