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 2021 | $416,000 | +16.5% | 10,545 | +11.2% | 0.06% | +3.3% |
| Q1 2021 | $357,000 | +9.8% | 9,482 | +5.1% | 0.06% | -4.7% |
| Q4 2020 | $325,000 | +15.7% | 9,020 | +0.8% | 0.06% | -12.3% |
| Q3 2020 | $281,000 | +6.0% | 8,948 | +0.6% | 0.07% | -3.9% |
| Q2 2020 | $265,000 | -23.9% | 8,893 | -34.0% | 0.08% | -37.2% |
| Q1 2020 | $348,000 | -14.3% | 13,482 | +11.7% | 0.12% | +8.0% |
| Q4 2019 | $406,000 | +13.4% | 12,073 | +7.6% | 0.11% | +1.8% |
| Q3 2019 | $358,000 | +1.7% | 11,225 | +2.2% | 0.11% | -2.7% |
| Q2 2019 | $352,000 | +3.5% | 10,984 | +1.3% | 0.11% | -3.4% |
| Q1 2019 | $340,000 | +13.3% | 10,848 | +2.5% | 0.12% | +4.5% |
| Q4 2018 | $300,000 | -12.8% | 10,580 | +3.0% | 0.11% | -8.2% |
| Q3 2018 | $344,000 | – | 10,273 | – | 0.12% | – |
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% |