SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $119,000 | -10.5% | 3,775 | +4.1% | 0.04% | +7.9% |
| Q1 2022 | $133,000 | +9.0% | 3,625 | +15.5% | 0.04% | +11.8% |
| Q4 2021 | $122,000 | +11.9% | 3,139 | +11.5% | 0.03% | +6.2% |
| Q3 2021 | $109,000 | +1.9% | 2,814 | +3.7% | 0.03% | +3.2% |
| Q2 2021 | $107,000 | +9.2% | 2,714 | +3.8% | 0.03% | -3.1% |
| Q1 2021 | $98,000 | +653.8% | 2,614 | +618.1% | 0.03% | +700.0% |
| Q4 2020 | $13,000 | +18.2% | 364 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 364 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 364 | +7.4% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -38.5% | 339 | -16.1% | 0.00% | -33.3% |
| Q4 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +44.4% | 404 | +19.2% | 0.01% | +40.0% |
| Q4 2018 | $9,000 | -18.2% | 339 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $11,000 | – | 339 | – | 0.01% | – |
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% |