SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,645 | -4.7% | 1,668 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $59,464 | -8.7% | 1,668 | -10.8% | 0.01% | -14.3% |
| Q1 2023 | $65,111 | +8.0% | 1,871 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $60,265 | +25.6% | 1,871 | +10.3% | 0.01% | +16.7% |
| Q3 2022 | $48,000 | +54.8% | 1,697 | +72.5% | 0.01% | +50.0% |
| Q2 2022 | $31,000 | -13.9% | 984 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -5.3% | 981 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | 0.0% | 980 | +0.8% | 0.00% | -20.0% |
| Q3 2021 | $38,000 | -48.6% | 972 | -49.9% | 0.01% | 0.0% |
| Q2 2021 | $74,000 | +105.6% | 1,940 | +100.4% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | +500.0% | 968 | +384.0% | 0.01% | +400.0% |
| Q2 2020 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 200 | – | 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% |