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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $869,000 | -11.9% | 27,634 | -0.0% | 0.06% | +425.0% |
| Q1 2022 | $986,000 | -11.4% | 27,642 | -3.5% | 0.01% | -83.6% |
| Q4 2021 | $1,113,000 | +0.2% | 28,643 | -0.2% | 0.07% | -5.2% |
| Q3 2021 | $1,111,000 | -7.9% | 28,700 | -6.1% | 0.08% | -8.3% |
| Q2 2021 | $1,206,000 | -2.2% | 30,577 | -6.7% | 0.08% | -11.6% |
| Q1 2021 | $1,233,000 | +4.1% | 32,769 | -0.4% | 0.10% | -2.1% |
| Q4 2020 | $1,184,000 | -2.1% | 32,893 | -14.5% | 0.10% | -12.6% |
| Q3 2020 | $1,209,000 | +25.3% | 38,493 | +18.6% | 0.11% | +24.7% |
| Q2 2020 | $965,000 | -21.5% | 32,445 | -31.9% | 0.09% | -55.7% |
| Q1 2020 | $1,230,000 | -27.4% | 47,609 | -5.5% | 0.20% | -26.1% |
| Q4 2019 | $1,694,000 | -4.0% | 50,374 | -9.0% | 0.27% | +4.2% |
| Q3 2019 | $1,764,000 | -5.5% | 55,356 | -4.8% | 0.26% | -5.1% |
| Q2 2019 | $1,866,000 | +5.4% | 58,151 | +2.8% | 0.28% | +14.6% |
| Q1 2019 | $1,771,000 | -35.9% | 56,567 | -42.0% | 0.24% | -42.9% |
| Q4 2018 | $2,765,000 | +67.0% | 97,531 | +97.4% | 0.42% | +165.8% |
| Q3 2018 | $1,656,000 | +0.9% | 49,402 | -0.5% | 0.16% | -32.8% |
| Q2 2018 | $1,641,000 | -4.1% | 49,666 | -2.2% | 0.24% | -2.1% |
| Q1 2018 | $1,712,000 | +1.4% | 50,799 | +2.5% | 0.24% | -11.4% |
| Q4 2017 | $1,688,000 | -6.6% | 49,550 | -8.3% | 0.27% | +4.2% |
| Q3 2017 | $1,808,000 | -1.1% | 54,012 | -6.2% | 0.26% | -7.1% |
| Q2 2017 | $1,829,000 | +4.3% | 57,566 | -1.9% | 0.28% | +4.5% |
| Q1 2017 | $1,753,000 | -45.2% | 58,699 | -49.2% | 0.27% | -48.8% |
| Q4 2016 | $3,199,000 | +125.3% | 115,579 | +134.4% | 0.52% | +142.1% |
| Q3 2016 | $1,420,000 | -88.7% | 49,306 | -89.4% | 0.22% | -89.3% |
| Q2 2016 | $12,592,000 | -2.7% | 464,472 | -2.7% | 2.02% | +86.1% |
| Q1 2016 | $12,936,000 | -3.9% | 477,160 | -2.3% | 1.08% | -49.9% |
| Q4 2015 | $13,466,000 | -4.7% | 488,616 | -5.4% | 2.16% | -3.1% |
| Q3 2015 | $14,134,000 | -10.6% | 516,398 | -0.5% | 2.23% | -8.3% |
| Q2 2015 | $15,810,000 | +0.4% | 518,855 | -0.4% | 2.43% | -3.8% |
| Q1 2015 | $15,746,000 | +9.8% | 520,888 | +5.0% | 2.53% | -6.4% |
| Q4 2014 | $14,340,000 | – | 496,015 | – | 2.70% | – |
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% |