SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 670 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $309,000 | -97.4% | 8,586 | -97.9% | 0.04% | -98.0% |
| Q2 2020 | $11,891,000 | +0.9% | 399,712 | -12.3% | 2.00% | -8.9% |
| Q1 2020 | $11,783,000 | -24.5% | 456,011 | -1.8% | 2.20% | -7.3% |
| Q4 2019 | $15,615,000 | +6.0% | 464,329 | +0.4% | 2.37% | -1.2% |
| Q3 2019 | $14,729,000 | +5.0% | 462,289 | +5.8% | 2.40% | +5.0% |
| Q2 2019 | $14,026,000 | +7.1% | 437,080 | +4.5% | 2.29% | +4.2% |
| Q1 2019 | $13,096,000 | +174.8% | 418,278 | +148.9% | 2.20% | +124.4% |
| Q4 2018 | $4,765,000 | – | 168,077 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
| Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
| TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
| ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
| Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
| Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
| FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
| Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
| Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
| Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |