SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $364,000 | +76.7% | 7,595 | +35.1% | 0.04% | +117.6% |
| Q1 2022 | $206,000 | -47.4% | 5,621 | -43.8% | 0.02% | -48.5% |
| Q4 2021 | $392,000 | +31.1% | 10,001 | +29.4% | 0.03% | 0.0% |
| Q3 2021 | $299,000 | +2.4% | 7,727 | +0.2% | 0.03% | -10.8% |
| Q1 2021 | $292,000 | +5.4% | 7,715 | +0.9% | 0.04% | -5.1% |
| Q4 2020 | $277,000 | +10.8% | 7,647 | -3.1% | 0.04% | +2.6% |
| Q3 2020 | $250,000 | +2.5% | 7,889 | -4.0% | 0.04% | -9.5% |
| Q2 2020 | $244,000 | -39.8% | 8,218 | -42.5% | 0.04% | -57.1% |
| Q4 2018 | $405,000 | -3.6% | 14,293 | +14.2% | 0.10% | +5.4% |
| Q3 2018 | $420,000 | +1.4% | 12,512 | 0.0% | 0.09% | -6.1% |
| Q2 2018 | $414,000 | +22.8% | 12,512 | +25.3% | 0.10% | -11.6% |
| Q1 2018 | $337,000 | – | 9,987 | – | 0.11% | – |
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% |