SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,943 | -3.8% | 28,473 | +1.0% | 0.15% | -2.7% |
| Q2 2023 | $1,005,259 | +2.4% | 28,198 | -0.5% | 0.15% | -2.0% |
| Q1 2023 | $981,290 | +7.5% | 28,331 | 0.0% | 0.15% | +4.8% |
| Q4 2022 | $912,542 | +14.5% | 28,331 | 0.0% | 0.15% | +2.1% |
| Q3 2022 | $797,000 | -10.5% | 28,331 | 0.0% | 0.14% | -7.1% |
| Q2 2022 | $891,000 | -14.3% | 28,331 | 0.0% | 0.15% | -4.9% |
| Q1 2022 | $1,040,000 | -5.5% | 28,331 | 0.0% | 0.16% | -5.8% |
| Q4 2021 | $1,101,000 | +0.5% | 28,331 | 0.0% | 0.17% | -8.5% |
| Q3 2021 | $1,096,000 | -10.7% | 28,331 | -8.9% | 0.19% | -10.5% |
| Q2 2021 | $1,227,000 | +4.9% | 31,105 | 0.0% | 0.21% | -4.1% |
| Q1 2021 | $1,170,000 | +2.3% | 31,105 | -2.1% | 0.22% | -5.6% |
| Q4 2020 | $1,144,000 | +14.7% | 31,760 | 0.0% | 0.23% | -0.9% |
| Q3 2020 | $997,000 | +5.5% | 31,760 | 0.0% | 0.23% | -10.3% |
| Q2 2020 | $945,000 | +15.1% | 31,760 | 0.0% | 0.26% | -8.1% |
| Q1 2020 | $821,000 | +220.7% | 31,760 | +251.3% | 0.28% | +160.6% |
| Q4 2018 | $256,000 | – | 9,040 | – | 0.11% | – |
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% |