SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,540 | +5.4% | 222 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,151 | 0.0% | 222 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,151 | 0.0% | 222 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,151 | -28.5% | 222 | -36.2% | 0.00% | -33.3% |
| Q3 2022 | $10,000 | -9.1% | 348 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | +120.0% | 348 | +176.2% | 0.00% | +200.0% |
| Q1 2022 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $5,000 | -94.4% | 126 | -95.5% | 0.00% | -88.2% |
| Q3 2020 | $89,000 | +641.7% | 2,826 | +594.3% | 0.02% | +240.0% |
| Q2 2020 | $12,000 | +9.1% | 407 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -21.4% | 407 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $14,000 | +7.7% | 407 | 0.0% | 0.01% | +50.0% |
| Q3 2019 | $13,000 | 0.0% | 407 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $13,000 | +225.0% | 407 | +223.0% | 0.01% | +150.0% |
| Q1 2019 | $4,000 | -84.6% | 126 | -86.1% | 0.00% | -84.6% |
| Q4 2018 | $26,000 | – | 909 | – | 0.01% | – |
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% |