SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $99,639 | -4.7% | 2,934 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $104,597 | -6.6% | 2,934 | -8.8% | 0.00% | 0.0% |
Q1 2023 | $111,952 | +9.4% | 3,217 | +1.3% | 0.00% | 0.0% |
Q4 2022 | $102,299 | +23.3% | 3,176 | +7.2% | 0.00% | 0.0% |
Q3 2022 | $83,000 | -10.8% | 2,963 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $93,000 | -18.4% | 2,963 | -4.8% | 0.00% | 0.0% |
Q1 2022 | $114,000 | -3.4% | 3,111 | +2.7% | 0.00% | 0.0% |
Q4 2021 | $118,000 | +0.9% | 3,029 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $117,000 | -4.9% | 3,024 | -3.1% | 0.00% | 0.0% |
Q2 2021 | $123,000 | +4.2% | 3,121 | -0.4% | 0.00% | 0.0% |
Q1 2021 | $118,000 | +10.3% | 3,132 | +5.0% | 0.00% | 0.0% |
Q4 2020 | $107,000 | +10.3% | 2,982 | -3.7% | 0.00% | -33.3% |
Q3 2020 | $97,000 | +9.0% | 3,095 | +3.1% | 0.00% | 0.0% |
Q2 2020 | $89,000 | +4.7% | 3,001 | -8.8% | 0.00% | 0.0% |
Q1 2020 | $85,000 | -23.4% | 3,289 | -0.8% | 0.00% | 0.0% |
Q4 2019 | $111,000 | +9.9% | 3,314 | +4.0% | 0.00% | 0.0% |
Q3 2019 | $101,000 | – | 3,187 | – | 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% |