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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $353,000 | +2.6% | 9,078 | +2.2% | 0.16% | -1.2% |
| Q3 2021 | $344,000 | -1.7% | 8,880 | 0.0% | 0.16% | -1.8% |
| Q2 2021 | $350,000 | +5.7% | 8,880 | +0.9% | 0.17% | +10.5% |
| Q1 2021 | $331,000 | +4.4% | 8,805 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $317,000 | +16.1% | 8,805 | +1.4% | 0.15% | +28.8% |
| Q3 2020 | $273,000 | +5.8% | 8,680 | 0.0% | 0.12% | +6.3% |
| Q2 2020 | $258,000 | +15.7% | 8,680 | +0.8% | 0.11% | +0.9% |
| Q1 2020 | $223,000 | -22.8% | 8,611 | 0.0% | 0.11% | -8.3% |
| Q4 2019 | $289,000 | +7.8% | 8,611 | +2.2% | 0.12% | +3.4% |
| Q3 2019 | $268,000 | 0.0% | 8,427 | +0.8% | 0.12% | -1.7% |
| Q2 2019 | $268,000 | +2.3% | 8,360 | 0.0% | 0.12% | -4.8% |
| Q1 2019 | $262,000 | +10.5% | 8,360 | 0.0% | 0.12% | +3.3% |
| Q4 2018 | $237,000 | +2862.5% | 8,360 | +3127.8% | 0.12% | +2300.0% |
| Q2 2017 | $8,000 | – | 259 | – | 0.01% | – |
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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% |