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 2023 | $1,253,444 | +1.2% | 35,160 | -1.2% | 0.38% | -8.7% |
Q1 2023 | $1,238,960 | -1.1% | 35,601 | -8.5% | 0.41% | -11.0% |
Q4 2022 | $1,252,656 | +12.5% | 38,889 | -1.8% | 0.46% | -11.8% |
Q3 2022 | $1,113,000 | -16.6% | 39,584 | -6.7% | 0.53% | -21.8% |
Q2 2022 | $1,334,000 | -14.2% | 42,411 | +0.2% | 0.67% | -15.6% |
Q1 2022 | $1,554,000 | -7.8% | 42,331 | -2.3% | 0.80% | -17.8% |
Q4 2021 | $1,685,000 | +0.1% | 43,332 | -0.4% | 0.97% | -29.8% |
Q3 2021 | $1,684,000 | -13.6% | 43,517 | -11.9% | 1.38% | -16.7% |
Q2 2021 | $1,949,000 | -2.1% | 49,406 | -6.6% | 1.66% | -27.1% |
Q1 2021 | $1,990,000 | -31.2% | 52,905 | -34.2% | 2.27% | -28.1% |
Q4 2020 | $2,894,000 | -62.1% | 80,355 | -67.0% | 3.16% | -5.2% |
Q3 2020 | $7,638,000 | +51.7% | 243,300 | +43.7% | 3.33% | -5.9% |
Q2 2020 | $5,036,000 | -20.0% | 169,298 | -30.4% | 3.54% | -8.7% |
Q1 2020 | $6,296,000 | -52.4% | 243,330 | -38.2% | 3.88% | +0.1% |
Q4 2019 | $13,238,000 | +4.8% | 393,465 | -0.7% | 3.87% | -0.8% |
Q3 2019 | $12,631,000 | +0.0% | 396,316 | +0.7% | 3.90% | +1.2% |
Q2 2019 | $12,626,000 | +3.1% | 393,550 | +0.6% | 3.86% | +1.0% |
Q1 2019 | $12,246,000 | +11.5% | 391,215 | +1.0% | 3.82% | +2.6% |
Q4 2018 | $10,983,000 | -13.3% | 387,360 | +2.5% | 3.72% | -2.1% |
Q3 2018 | $12,671,000 | +3.3% | 377,777 | +1.9% | 3.80% | +0.4% |
Q2 2018 | $12,262,000 | +3.5% | 370,706 | +5.5% | 3.78% | +1.1% |
Q1 2018 | $11,853,000 | -3.5% | 351,448 | -2.5% | 3.74% | -6.2% |
Q4 2017 | $12,279,000 | – | 360,492 | – | 3.99% | – |
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% |