SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,884,840 | +36.3% | 617,350 | +19.0% | 1.63% | +24.9% |
| Q3 2022 | $14,589,000 | -19.4% | 518,630 | -9.9% | 1.30% | -16.6% |
| Q2 2022 | $18,094,000 | -0.7% | 575,340 | +16.0% | 1.56% | +10.5% |
| Q1 2022 | $18,213,000 | +34.5% | 496,010 | +42.4% | 1.42% | +38.6% |
| Q4 2021 | $13,540,000 | +0.4% | 348,348 | -0.0% | 1.02% | -6.9% |
| Q3 2021 | $13,486,000 | -19.3% | 348,472 | -17.8% | 1.10% | -19.4% |
| Q2 2021 | $16,717,000 | +9.4% | 423,753 | +4.4% | 1.36% | +1.3% |
| Q1 2021 | $15,276,000 | -46.8% | 406,063 | -47.8% | 1.34% | +4.0% |
| Q4 2020 | $28,692,000 | +217.0% | 778,631 | +170.1% | 1.29% | +42.1% |
| Q3 2020 | $9,052,000 | -14.2% | 288,286 | -18.8% | 0.91% | -19.6% |
| Q2 2020 | $10,556,000 | +0.1% | 354,829 | -13.1% | 1.13% | -16.6% |
| Q1 2020 | $10,548,000 | +7.0% | 408,194 | +39.3% | 1.36% | +24.2% |
| Q4 2019 | $9,858,000 | +5.0% | 293,135 | -0.6% | 1.09% | -3.4% |
| Q3 2019 | $9,393,000 | -14.2% | 294,823 | -13.6% | 1.13% | -13.0% |
| Q2 2019 | $10,944,000 | +20.8% | 341,053 | +17.8% | 1.30% | +24.0% |
| Q1 2019 | $9,061,000 | +11.6% | 289,405 | +1.1% | 1.05% | -0.1% |
| Q4 2018 | $8,118,000 | +93.8% | 286,340 | +129.3% | 1.05% | +111.7% |
| Q3 2018 | $4,188,000 | +14.3% | 124,896 | +12.6% | 0.50% | +9.3% |
| Q2 2018 | $3,665,000 | +21.9% | 110,902 | +24.4% | 0.45% | +21.4% |
| Q1 2018 | $3,006,000 | -22.6% | 89,163 | -21.8% | 0.37% | -19.2% |
| Q4 2017 | $3,883,000 | -32.8% | 113,961 | -34.0% | 0.46% | -35.5% |
| Q3 2017 | $5,778,000 | +165.3% | 172,646 | +151.9% | 0.72% | +159.2% |
| Q2 2017 | $2,178,000 | +13.6% | 68,524 | +6.7% | 0.28% | +11.7% |
| Q1 2017 | $1,918,000 | +5.7% | 64,228 | -2.0% | 0.25% | -11.4% |
| Q4 2016 | $1,814,000 | -47.7% | 65,510 | +32492.0% | 0.28% | -46.4% |
| Q3 2016 | $3,467,000 | +204.1% | 201 | -99.5% | 0.52% | +194.9% |
| Q2 2016 | $1,140,000 | -3.1% | 42,067 | -3.0% | 0.18% | -6.3% |
| Q1 2016 | $1,176,000 | – | 43,377 | – | 0.19% | – |
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% |