SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 793 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 ↓ |
|---|---|---|---|
| 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% |