SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,820,127 | -31.3% | 318,614 | -27.8% | 2.18% | -34.0% |
| Q2 2023 | $15,738,576 | +147.6% | 441,475 | +141.7% | 3.30% | +122.3% |
| Q1 2023 | $6,356,173 | +51.0% | 182,649 | +39.7% | 1.48% | +36.9% |
| Q4 2022 | $4,210,350 | +203.6% | 130,716 | +165.1% | 1.08% | +184.5% |
| Q3 2022 | $1,387,000 | -4.0% | 49,308 | +7.3% | 0.38% | -15.1% |
| Q2 2022 | $1,445,000 | +144400.0% | 45,960 | +270252.9% | 0.45% | – |
| Q1 2022 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 17 | -54.1% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 37 | -51.9% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | +100.0% | 77 | +108.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 37 | – | 0.00% | – |
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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% |