SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,528 | +6.6% | 5,877 | +4.1% | 0.09% | -11.9% |
| Q1 2023 | $196,516 | +8.7% | 5,647 | +0.6% | 0.10% | -1.0% |
| Q4 2022 | $180,829 | +653.5% | 5,614 | +567.5% | 0.10% | +580.0% |
| Q3 2022 | $24,000 | -7.7% | 841 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -16.1% | 841 | +0.1% | 0.02% | -11.1% |
| Q1 2022 | $31,000 | -6.1% | 840 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $33,000 | +73.7% | 840 | +75.7% | 0.02% | +53.8% |
| Q2 2021 | $19,000 | +533.3% | 478 | +475.9% | 0.01% | +333.3% |
| Q1 2021 | $3,000 | 0.0% | 83 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $3,000 | – | 83 | – | 0.00% | – |
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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% |