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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,891 | -15.2% | 11,481 | -10.9% | 0.12% | -7.7% |
| Q2 2023 | $459,560 | -63.2% | 12,891 | -71.0% | 0.13% | -68.2% |
| Q3 2022 | $1,248,000 | +32.5% | 44,399 | +48.2% | 0.41% | +39.6% |
| Q2 2022 | $942,000 | -11.4% | 29,965 | +3.4% | 0.29% | +2.4% |
| Q1 2022 | $1,063,000 | -2.7% | 28,966 | +2.9% | 0.29% | +54.6% |
| Q4 2021 | $1,093,000 | +3.0% | 28,136 | +2.6% | 0.18% | -11.5% |
| Q3 2021 | $1,061,000 | +67.1% | 27,429 | +70.1% | 0.21% | +58.3% |
| Q2 2021 | $635,000 | +55.6% | 16,121 | +42.1% | 0.13% | +25.7% |
| Q4 2020 | $408,000 | -38.3% | 11,341 | -46.2% | 0.10% | -45.6% |
| Q3 2020 | $661,000 | +12.4% | 21,069 | +6.5% | 0.19% | +36.9% |
| Q2 2020 | $588,000 | +67.0% | 19,783 | +44.9% | 0.14% | +17.5% |
| Q1 2020 | $352,000 | +5.7% | 13,651 | +37.8% | 0.12% | +27.7% |
| Q4 2019 | $333,000 | – | 9,904 | – | 0.09% | – |
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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% |