SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $564,000 | +0.4% | 14,518 | +0.1% | 0.06% | -9.4% |
Q3 2021 | $562,000 | -1.7% | 14,510 | 0.0% | 0.06% | -1.5% |
Q2 2021 | $572,000 | +7.1% | 14,510 | +2.3% | 0.06% | +1.6% |
Q1 2021 | $534,000 | +4.5% | 14,188 | 0.0% | 0.06% | -8.6% |
Q4 2020 | $511,000 | +26.5% | 14,188 | +10.4% | 0.07% | +6.1% |
Q3 2020 | $404,000 | +5.8% | 12,853 | 0.0% | 0.07% | 0.0% |
Q2 2020 | $382,000 | +15.1% | 12,853 | 0.0% | 0.07% | -5.7% |
Q1 2020 | $332,000 | -23.1% | 12,853 | 0.0% | 0.07% | +1.4% |
Q4 2019 | $432,000 | +5.6% | 12,853 | 0.0% | 0.07% | -2.8% |
Q3 2019 | $409,000 | -0.7% | 12,853 | 0.0% | 0.07% | 0.0% |
Q2 2019 | $412,000 | +2.5% | 12,853 | 0.0% | 0.07% | -1.4% |
Q1 2019 | $402,000 | +10.4% | 12,853 | 0.0% | 0.07% | -5.3% |
Q4 2018 | $364,000 | -15.5% | 12,853 | 0.0% | 0.08% | -3.8% |
Q3 2018 | $431,000 | +1.7% | 12,853 | 0.0% | 0.08% | -4.8% |
Q2 2018 | $424,000 | -2.1% | 12,853 | 0.0% | 0.08% | -9.8% |
Q1 2018 | $433,000 | +0.7% | 12,853 | 0.0% | 0.09% | +4.5% |
Q4 2017 | $430,000 | – | 12,853 | – | 0.09% | – |
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% |