SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,433 | -27.8% | 3,723 | -24.2% | 0.03% | -25.0% |
| Q2 2023 | $175,113 | +2.4% | 4,912 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $170,938 | +8.5% | 4,912 | +0.4% | 0.04% | +2.3% |
| Q4 2022 | $157,539 | +14.2% | 4,891 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $138,000 | -2.8% | 4,891 | +8.4% | 0.04% | -2.3% |
| Q2 2022 | $142,000 | -13.9% | 4,514 | +0.6% | 0.04% | -8.5% |
| Q1 2022 | $165,000 | -5.2% | 4,487 | 0.0% | 0.05% | -11.3% |
| Q4 2021 | $174,000 | 0.0% | 4,487 | 0.0% | 0.05% | -10.2% |
| Q3 2021 | $174,000 | +6.1% | 4,487 | +8.1% | 0.06% | +3.5% |
| Q2 2021 | $164,000 | +8.6% | 4,149 | +3.1% | 0.06% | 0.0% |
| Q1 2021 | $151,000 | +4.1% | 4,023 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $145,000 | +15.1% | 4,023 | 0.0% | 0.06% | -6.6% |
| Q3 2020 | $126,000 | -22.2% | 4,023 | -26.0% | 0.06% | -24.7% |
| Q2 2020 | $162,000 | +14.9% | 5,440 | 0.0% | 0.08% | -8.0% |
| Q1 2020 | $141,000 | -23.0% | 5,440 | 0.0% | 0.09% | +4.8% |
| Q4 2019 | $183,000 | +5.8% | 5,440 | 0.0% | 0.08% | -4.5% |
| Q3 2019 | $173,000 | +27.2% | 5,440 | +28.0% | 0.09% | +23.9% |
| Q2 2019 | $136,000 | +2.3% | 4,251 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $133,000 | – | 4,251 | – | 0.07% | – |
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% |