SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $322,000 | -22.8% | 10,238 | -9.8% | 0.19% | -6.8% |
Q1 2022 | $417,000 | -8.6% | 11,355 | -3.3% | 0.21% | +12.5% |
Q4 2021 | $456,000 | +11.8% | 11,741 | +11.5% | 0.18% | -12.0% |
Q3 2021 | $408,000 | +8.5% | 10,532 | +10.4% | 0.21% | +37.5% |
Q2 2021 | $376,000 | +5.6% | 9,536 | +0.8% | 0.15% | +2.7% |
Q1 2021 | $356,000 | -12.3% | 9,461 | -16.0% | 0.15% | -30.2% |
Q4 2020 | $406,000 | +13.4% | 11,264 | -1.1% | 0.21% | -5.4% |
Q3 2020 | $358,000 | +9.1% | 11,393 | +3.4% | 0.22% | +6.2% |
Q2 2020 | $328,000 | +47.7% | 11,018 | +28.2% | 0.21% | +71.5% |
Q1 2020 | $222,000 | -30.0% | 8,595 | -15.1% | 0.12% | -6.8% |
Q1 2019 | $317,000 | -8.1% | 10,121 | -16.7% | 0.13% | -18.0% |
Q4 2018 | $345,000 | – | 12,153 | – | 0.16% | – |
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% |