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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $16,000 | -52.9% | 517 | -48.3% | 0.01% | -50.0% |
| Q4 2019 | $34,000 | +6.2% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 1,000 | 0.0% | 0.03% | -7.1% |
| Q2 2019 | $32,000 | +3.2% | 1,000 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $31,000 | +10.7% | 1,000 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $28,000 | -98.8% | 1,000 | -98.5% | 0.03% | -98.4% |
| Q3 2018 | $2,247,000 | -9.8% | 67,010 | -11.1% | 1.85% | -15.2% |
| Q2 2018 | $2,490,000 | -4.3% | 75,350 | -2.4% | 2.19% | -0.3% |
| Q1 2018 | $2,603,000 | +0.5% | 77,220 | +1.6% | 2.19% | +2.0% |
| Q4 2017 | $2,590,000 | +64650.0% | 76,020 | +63250.0% | 2.15% | +53600.0% |
| Q2 2017 | $4,000 | – | 120 | – | 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% |