SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,969 | -12.2% | 6,566 | -18.7% | 0.01% | -25.0% |
| Q2 2022 | $254,000 | -14.2% | 8,074 | +0.2% | 0.02% | -15.8% |
| Q1 2022 | $296,000 | -7.8% | 8,060 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $321,000 | -0.3% | 8,271 | -0.7% | 0.02% | -9.1% |
| Q3 2021 | $322,000 | +13.0% | 8,331 | -24.6% | 0.02% | -80.0% |
| Q1 2020 | $285,000 | -25.8% | 11,045 | -3.4% | 0.11% | -6.8% |
| Q4 2019 | $384,000 | +11.0% | 11,432 | +5.2% | 0.12% | -10.6% |
| Q3 2019 | $346,000 | – | 10,867 | – | 0.13% | – |
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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% |