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 | $1,147,746 | -5.7% | 33,797 | -1.0% | 0.71% | -5.9% |
| Q2 2023 | $1,216,841 | +2.0% | 34,133 | -0.4% | 0.76% | -6.8% |
| Q1 2023 | $1,192,631 | +0.3% | 34,271 | -7.2% | 0.81% | -7.4% |
| Q4 2022 | $1,189,064 | +4.3% | 36,916 | -8.9% | 0.88% | -3.4% |
| Q3 2022 | $1,140,000 | -12.8% | 40,521 | -2.5% | 0.91% | -8.4% |
| Q2 2022 | $1,307,000 | -15.8% | 41,564 | -1.7% | 0.99% | -11.7% |
| Q1 2022 | $1,552,000 | -8.4% | 42,278 | -3.0% | 1.12% | +0.9% |
| Q4 2021 | $1,694,000 | -0.2% | 43,589 | -0.7% | 1.12% | -3.8% |
| Q3 2021 | $1,698,000 | -4.0% | 43,876 | -2.1% | 1.16% | -6.4% |
| Q2 2021 | $1,768,000 | +7.1% | 44,819 | +2.1% | 1.24% | -3.7% |
| Q1 2021 | $1,651,000 | +4.1% | 43,879 | -0.4% | 1.29% | -17.5% |
| Q4 2020 | $1,586,000 | +16.5% | 44,047 | +1.6% | 1.56% | +5.3% |
| Q3 2020 | $1,361,000 | +5.3% | 43,348 | -0.3% | 1.48% | +0.7% |
| Q2 2020 | $1,293,000 | +14.8% | 43,475 | -0.2% | 1.47% | -0.3% |
| Q1 2020 | $1,126,000 | -18.7% | 43,558 | +5.8% | 1.47% | +1.5% |
| Q4 2019 | $1,385,000 | +6.5% | 41,169 | +0.8% | 1.45% | +36.7% |
| Q3 2019 | $1,301,000 | -1.0% | 40,829 | -0.3% | 1.06% | -2.3% |
| Q2 2019 | $1,314,000 | +3.1% | 40,955 | +0.7% | 1.09% | +3.7% |
| Q1 2019 | $1,274,000 | +10.7% | 40,674 | +0.2% | 1.05% | -0.3% |
| Q4 2018 | $1,151,000 | +3.0% | 40,585 | +21.7% | 1.05% | +13.3% |
| Q3 2018 | $1,118,000 | -0.2% | 33,348 | -1.6% | 0.93% | -0.9% |
| Q2 2018 | $1,120,000 | -4.1% | 33,897 | -2.1% | 0.94% | -7.4% |
| Q1 2018 | $1,168,000 | +3.6% | 34,639 | +4.7% | 1.01% | +2.1% |
| Q4 2017 | $1,127,000 | +0.1% | 33,080 | -1.7% | 0.99% | -3.8% |
| Q3 2017 | $1,126,000 | +8.6% | 33,653 | +3.1% | 1.03% | +5.3% |
| Q2 2017 | $1,037,000 | +10.6% | 32,643 | +4.0% | 0.98% | +7.0% |
| Q1 2017 | $938,000 | +9.8% | 31,394 | +1.8% | 0.91% | +5.4% |
| Q4 2016 | $854,000 | – | 30,853 | – | 0.87% | – |
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% |