SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,380 | -14.2% | 5,727 | -16.2% | 0.01% | -20.0% |
| Q1 2023 | $238,074 | +52.6% | 6,834 | +38.0% | 0.01% | +25.0% |
| Q2 2022 | $156,000 | -17.5% | 4,952 | -3.6% | 0.01% | 0.0% |
| Q1 2022 | $189,000 | -17.8% | 5,139 | -11.6% | 0.01% | -33.3% |
| Q2 2021 | $230,000 | +2.7% | 5,816 | -2.0% | 0.01% | -7.7% |
| Q1 2021 | $224,000 | -14.5% | 5,932 | -18.4% | 0.01% | -27.8% |
| Q4 2020 | $262,000 | +20.7% | 7,271 | -0.1% | 0.02% | -5.3% |
| Q2 2020 | $217,000 | -5.7% | 7,279 | +6.5% | 0.02% | +5.6% |
| Q4 2019 | $230,000 | +9.5% | 6,835 | +3.7% | 0.02% | -18.2% |
| Q3 2019 | $210,000 | – | 6,588 | – | 0.02% | – |
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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% |