SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,247,215 | -7.3% | 36,726 | -2.7% | 0.91% | -2.5% |
| Q2 2023 | $1,345,538 | -2.9% | 37,743 | -5.2% | 0.94% | -7.7% |
| Q1 2023 | $1,385,318 | +376.1% | 39,808 | +414.6% | 1.01% | +414.2% |
| Q2 2021 | $291,000 | -82.7% | 7,735 | -84.5% | 0.20% | -86.9% |
| Q1 2020 | $1,683,000 | +54.1% | 50,041 | +46.0% | 1.50% | +38.1% |
| Q4 2019 | $1,092,000 | 0.0% | 34,277 | 0.0% | 1.09% | +6.5% |
| Q3 2019 | $1,092,000 | +251.1% | 34,277 | +253.8% | 1.02% | +243.8% |
| Q2 2019 | $311,000 | -77.0% | 9,687 | -77.5% | 0.30% | -78.7% |
| Q1 2019 | $1,351,000 | -67.4% | 43,149 | -64.9% | 1.40% | -60.3% |
| Q1 2018 | $4,148,000 | -26.7% | 123,043 | -25.9% | 3.52% | -28.0% |
| Q4 2017 | $5,660,000 | – | 166,143 | – | 4.89% | – |
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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% |