SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,178,000 | -86.2% | 112,974 | -84.5% | 0.09% | -86.2% |
| Q2 2022 | $22,995,000 | -20.6% | 731,158 | -7.3% | 0.64% | -6.3% |
| Q1 2022 | $28,972,000 | -19.0% | 789,000 | -14.3% | 0.69% | -24.9% |
| Q4 2021 | $35,783,000 | +8.5% | 920,581 | +8.1% | 0.91% | -7.2% |
| Q3 2021 | $32,965,000 | +1.6% | 851,812 | +3.6% | 0.98% | -14.4% |
| Q2 2021 | $32,439,000 | +26.2% | 822,289 | +20.3% | 1.15% | -11.1% |
| Q1 2021 | $25,705,000 | +22.5% | 683,281 | +17.3% | 1.29% | -17.3% |
| Q4 2020 | $20,977,000 | +27.6% | 582,534 | +11.3% | 1.56% | +5.3% |
| Q3 2020 | $16,441,000 | +61.6% | 523,594 | +53.1% | 1.48% | -3.1% |
| Q2 2020 | $10,172,000 | +86.7% | 341,925 | +68.6% | 1.53% | -2.2% |
| Q1 2020 | $5,448,000 | -43.8% | 202,811 | -29.6% | 1.57% | -62.2% |
| Q4 2019 | $9,694,000 | +74.8% | 288,269 | +65.6% | 4.15% | +53.1% |
| Q3 2019 | $5,547,000 | -8.1% | 174,111 | -7.5% | 2.71% | -20.2% |
| Q2 2019 | $6,038,000 | -20.9% | 188,165 | -22.8% | 3.40% | -43.9% |
| Q1 2019 | $7,633,000 | +204.7% | 243,799 | +175.9% | 6.05% | +140.7% |
| Q4 2018 | $2,505,000 | – | 88,358 | – | 2.52% | – |
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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% |