SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,364,000 | -4.7% | 69,600 | 0.0% | 0.15% | -0.7% |
Q2 2023 | $2,481,000 | +2.4% | 69,600 | 0.0% | 0.15% | -5.1% |
Q1 2023 | $2,422,000 | +8.0% | 69,600 | 0.0% | 0.16% | -3.1% |
Q4 2022 | $2,242,000 | +17.9% | 69,600 | +3.0% | 0.16% | +5.2% |
Q3 2022 | $1,902,000 | -10.5% | 67,600 | 0.0% | 0.15% | -7.2% |
Q2 2022 | $2,126,000 | -14.3% | 67,600 | 0.0% | 0.17% | -3.5% |
Q1 2022 | $2,482,000 | -5.6% | 67,600 | 0.0% | 0.17% | +6.2% |
Q4 2021 | $2,628,000 | +0.5% | 67,600 | 0.0% | 0.16% | +22.7% |
Q3 2021 | $2,616,000 | -17.7% | 67,600 | -16.1% | 0.13% | -20.5% |
Q2 2021 | $3,180,000 | +4.9% | 80,600 | 0.0% | 0.17% | -3.5% |
Q1 2021 | $3,032,000 | +4.5% | 80,600 | 0.0% | 0.17% | -12.7% |
Q4 2020 | $2,902,000 | +14.7% | 80,600 | 0.0% | 0.20% | -9.6% |
Q3 2020 | $2,531,000 | +5.5% | 80,600 | 0.0% | 0.22% | -5.6% |
Q2 2020 | $2,398,000 | -5.0% | 80,600 | -17.5% | 0.23% | -34.2% |
Q1 2020 | $2,523,000 | -6.0% | 97,650 | +22.4% | 0.35% | +18.6% |
Q4 2019 | $2,684,000 | +5.6% | 79,800 | 0.0% | 0.30% | +2.1% |
Q3 2019 | $2,542,000 | -0.7% | 79,800 | 0.0% | 0.29% | -4.0% |
Q2 2019 | $2,561,000 | +2.4% | 79,800 | -0.1% | 0.30% | -7.6% |
Q1 2019 | $2,502,000 | +36.0% | 79,900 | +23.1% | 0.33% | +16.8% |
Q4 2018 | $1,840,000 | -0.1% | 64,900 | +18.2% | 0.28% | +25.6% |
Q3 2018 | $1,841,000 | +1.5% | 54,900 | 0.0% | 0.22% | -5.9% |
Q2 2018 | $1,814,000 | -2.0% | 54,900 | 0.0% | 0.24% | -9.5% |
Q1 2018 | $1,851,000 | +13.2% | 54,900 | +14.4% | 0.26% | +13.4% |
Q4 2017 | $1,635,000 | – | 48,000 | – | 0.23% | – |
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% |