SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,815,784 | -5.3% | 112,361 | -0.6% | 0.15% | -2.6% |
Q2 2023 | $4,029,016 | +9.2% | 113,016 | +6.6% | 0.15% | +1.3% |
Q1 2023 | $3,688,140 | +6.5% | 105,981 | -1.4% | 0.15% | -2.6% |
Q4 2022 | $3,462,207 | +15.4% | 107,489 | +0.8% | 0.16% | +0.6% |
Q3 2022 | $3,000,000 | -12.2% | 106,657 | -1.8% | 0.15% | -31.9% |
Q2 2022 | $3,417,000 | -11.0% | 108,657 | +3.9% | 0.23% | +5.1% |
Q1 2022 | $3,841,000 | -43.0% | 104,597 | -39.6% | 0.22% | -39.6% |
Q4 2021 | $6,734,000 | -0.0% | 173,251 | -0.5% | 0.36% | -10.8% |
Q3 2021 | $6,737,000 | +1.3% | 174,087 | +3.3% | 0.40% | +1.3% |
Q2 2021 | $6,651,000 | +4.9% | 168,586 | -0.0% | 0.39% | -9.2% |
Q1 2021 | $6,343,000 | +102.7% | 168,599 | +94.0% | 0.43% | +87.1% |
Q4 2020 | $3,129,000 | +26.6% | 86,887 | +10.4% | 0.23% | +8.4% |
Q3 2020 | $2,471,000 | +5.5% | 78,708 | -0.0% | 0.21% | -7.0% |
Q2 2020 | $2,342,000 | +63.4% | 78,720 | +42.0% | 0.23% | +18.6% |
Q1 2020 | $1,433,000 | -19.2% | 55,445 | +5.1% | 0.19% | +2.6% |
Q4 2019 | $1,774,000 | +92.8% | 52,746 | +82.6% | 0.19% | +54.9% |
Q3 2019 | $920,000 | +11.5% | 28,879 | +12.3% | 0.12% | +14.0% |
Q2 2019 | $825,000 | +44.5% | 25,724 | +41.0% | 0.11% | +25.9% |
Q1 2019 | $571,000 | +24.9% | 18,244 | +13.2% | 0.08% | -5.6% |
Q4 2018 | $457,000 | -24.1% | 16,123 | -10.2% | 0.09% | -1.1% |
Q3 2018 | $602,000 | +9.3% | 17,954 | +7.7% | 0.09% | -27.8% |
Q2 2018 | $551,000 | -13.0% | 16,674 | -11.2% | 0.13% | -21.2% |
Q1 2018 | $633,000 | -1.1% | 18,781 | 0.0% | 0.16% | -33.9% |
Q4 2017 | $640,000 | – | 18,781 | – | 0.24% | – |
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% |