SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |