SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,906 | 0.0% | 30,909 | 0.0% | 0.23% | -0.9% |
| Q2 2023 | $1,101,906 | +2.4% | 30,909 | +0.0% | 0.23% | -1.7% |
| Q1 2023 | $1,075,598 | +798.3% | 30,908 | +1056.7% | 0.24% | +742.9% |
| Q4 2022 | $119,732 | -59.6% | 2,672 | -74.6% | 0.03% | -62.2% |
| Q3 2022 | $296,000 | -55.6% | 10,539 | -50.3% | 0.07% | -50.7% |
| Q2 2022 | $666,000 | +173.0% | 21,191 | +219.2% | 0.15% | +212.5% |
| Q1 2022 | $244,000 | +24300.0% | 6,639 | +16923.1% | 0.05% | – |
| Q4 2021 | $1,000 | 0.0% | 39 | +34.5% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 29 | +31.8% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 22 | -29.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 31 | +19.2% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | -10.3% | 0.00% | – |
| Q2 2020 | $1,000 | -97.0% | 29 | -97.8% | 0.00% | -100.0% |
| Q1 2020 | $33,000 | +37.5% | 1,307 | +81.8% | 0.01% | -36.4% |
| Q4 2019 | $24,000 | – | 719 | – | 0.02% | – |
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% |