SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,816 | -4.7% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,956 | +3.6% | 83 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $2,853 | +8.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,641 | +32.0% | 82 | +2.5% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 80 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 78 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | -81.2% | 77 | -82.1% | 0.00% | -85.7% |
| Q4 2020 | $16,000 | +23.1% | 431 | +1.4% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | -92.3% | 425 | -91.5% | 0.01% | -91.5% |
| Q4 2019 | $168,000 | +5.7% | 5,000 | 0.0% | 0.08% | +3.8% |
| Q3 2019 | $159,000 | -0.6% | 5,000 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $160,000 | +1.9% | 5,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $157,000 | -96.6% | 5,000 | -96.9% | 0.08% | -96.9% |
| Q4 2018 | $4,588,000 | +5055.1% | 161,825 | +4803.8% | 2.62% | +4340.7% |
| Q2 2016 | $89,000 | 0.0% | 3,300 | 0.0% | 0.06% | -3.3% |
| Q1 2016 | $89,000 | -66.3% | 3,300 | -65.6% | 0.06% | -35.8% |
| Q4 2015 | $264,000 | +915.4% | 9,600 | +984.7% | 0.10% | +427.8% |
| Q4 2014 | $26,000 | – | 885 | – | 0.02% | – |
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% |