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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $11,498,269 | +14.5% | 356,978 | 0.0% | 2.87% | +32.9% |
Q3 2022 | $10,042,000 | -11.2% | 356,978 | -0.7% | 2.16% | -12.0% |
Q2 2022 | $11,308,000 | -8.0% | 359,541 | +7.5% | 2.45% | +24.5% |
Q1 2022 | $12,285,000 | +6.6% | 334,552 | +12.8% | 1.97% | +17.5% |
Q4 2021 | $11,525,000 | +5.5% | 296,506 | +5.1% | 1.68% | +3.5% |
Q3 2021 | $10,921,000 | +2.4% | 282,198 | +4.4% | 1.62% | +4.2% |
Q2 2021 | $10,664,000 | +4.7% | 270,310 | -0.1% | 1.56% | -6.0% |
Q1 2021 | $10,181,000 | +7.6% | 270,636 | +3.0% | 1.66% | +0.9% |
Q4 2020 | $9,466,000 | -0.0% | 262,866 | -9.4% | 1.64% | -8.4% |
Q3 2020 | $9,467,000 | +21.6% | 290,036 | +16.6% | 1.79% | +5.5% |
Q2 2020 | $7,784,000 | +13.4% | 248,777 | -0.0% | 1.70% | -5.0% |
Q1 2020 | $6,862,000 | -21.8% | 248,896 | -3.7% | 1.79% | -27.3% |
Q4 2019 | $8,770,000 | +50.5% | 258,463 | +44.7% | 2.46% | +21.0% |
Q3 2019 | $5,828,000 | -8.8% | 178,655 | -12.5% | 2.03% | -24.5% |
Q2 2019 | $6,389,000 | -2.4% | 204,181 | +0.6% | 2.69% | -3.2% |
Q1 2019 | $6,548,000 | +7.1% | 202,923 | +2.8% | 2.78% | -12.0% |
Q4 2018 | $6,113,000 | -12.9% | 197,384 | -13.6% | 3.16% | -19.6% |
Q3 2018 | $7,020,000 | -13.2% | 228,585 | -6.6% | 3.93% | -16.7% |
Q2 2018 | $8,090,000 | +0.4% | 244,789 | +2.4% | 4.71% | -10.4% |
Q1 2018 | $8,057,000 | +4.9% | 239,012 | +6.0% | 5.26% | +6.4% |
Q4 2017 | $7,680,000 | – | 225,415 | – | 4.94% | – |
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% |