SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,608 | +55.3% | 1,991 | +63.1% | 0.00% | +100.0% |
| Q2 2023 | $43,522 | +48.7% | 1,221 | +45.2% | 0.00% | 0.0% |
| Q1 2023 | $29,260 | -1.5% | 841 | -8.8% | 0.00% | 0.0% |
| Q4 2022 | $29,692 | +23.7% | 922 | +8.7% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -33.3% | 848 | -26.3% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -10.0% | 1,151 | +6.2% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | +21.2% | 1,084 | +28.6% | 0.00% | 0.0% |
| Q4 2021 | $33,000 | 0.0% | 843 | -0.4% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | +560.0% | 846 | +526.7% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | -61.5% | 135 | -67.9% | 0.00% | -100.0% |
| Q4 2020 | $13,000 | 0.0% | 420 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 420 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 420 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -42.1% | 420 | -24.6% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | +5.6% | 557 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | 0.0% | 557 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | -21.7% | 557 | -24.8% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | -58.9% | 741 | -62.3% | 0.00% | -66.7% |
| Q4 2018 | $56,000 | +1020.0% | 1,968 | +1347.1% | 0.00% | – |
| Q3 2018 | $5,000 | -72.2% | 136 | -75.1% | 0.00% | -100.0% |
| Q2 2018 | $18,000 | -35.7% | 547 | -35.0% | 0.00% | -50.0% |
| Q1 2018 | $28,000 | +100.0% | 842 | +101.9% | 0.00% | +100.0% |
| Q4 2017 | $14,000 | +600.0% | 417 | +479.2% | 0.00% | – |
| Q2 2017 | $2,000 | – | 72 | – | 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% |