SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $843,104 | -0.7% | 22,811 | -8.7% | 0.25% | -7.0% |
Q3 2023 | $848,644 | -5.7% | 24,990 | -1.0% | 0.27% | -6.2% |
Q2 2023 | $900,217 | +2.6% | 25,252 | +0.1% | 0.29% | -2.4% |
Q1 2023 | $877,536 | +4.4% | 25,217 | -3.4% | 0.30% | -3.0% |
Q4 2022 | $840,634 | +17.4% | 26,099 | +2.6% | 0.30% | +8.2% |
Q3 2022 | $716,000 | -13.3% | 25,448 | -3.1% | 0.28% | -7.3% |
Q2 2022 | $826,000 | -23.5% | 26,255 | -10.8% | 0.30% | -11.9% |
Q1 2022 | $1,080,000 | -7.1% | 29,424 | -1.6% | 0.34% | -9.2% |
Q4 2021 | $1,162,000 | -0.1% | 29,891 | -0.6% | 0.38% | -7.8% |
Q3 2021 | $1,163,000 | -6.3% | 30,064 | -4.5% | 0.41% | -10.5% |
Q2 2021 | $1,241,000 | -10.1% | 31,466 | -14.3% | 0.46% | -8.7% |
Q1 2021 | $1,381,000 | -6.8% | 36,698 | -10.8% | 0.50% | -13.9% |
Q4 2020 | $1,481,000 | +6.5% | 41,148 | -7.1% | 0.58% | -5.8% |
Q3 2020 | $1,390,000 | -4.7% | 44,289 | -9.7% | 0.62% | -7.3% |
Q2 2020 | $1,459,000 | -24.9% | 49,063 | -34.7% | 0.67% | -34.6% |
Q1 2020 | $1,942,000 | -63.0% | 75,175 | -51.9% | 1.02% | -61.4% |
Q4 2019 | $5,251,000 | -8.8% | 156,149 | -13.6% | 2.65% | -2.0% |
Q3 2019 | $5,757,000 | -7.1% | 180,714 | -6.4% | 2.70% | -4.4% |
Q2 2019 | $6,196,000 | -50.5% | 193,087 | -6.4% | 2.83% | +5.8% |
Q1 2019 | $12,520,000 | +109.6% | 206,209 | -2.1% | 2.67% | -3.0% |
Q4 2018 | $5,973,000 | -17.5% | 210,705 | -2.4% | 2.75% | -7.1% |
Q3 2018 | $7,241,000 | -2.9% | 215,975 | -4.3% | 2.96% | -5.9% |
Q2 2018 | $7,461,000 | -8.6% | 225,778 | -6.7% | 3.14% | -6.7% |
Q1 2018 | $8,161,000 | -2.4% | 242,108 | -1.4% | 3.37% | -0.4% |
Q4 2017 | $8,362,000 | +1420.4% | 245,446 | +1391.4% | 3.38% | +1028.3% |
Q3 2017 | $550,000 | – | 16,457 | – | 0.30% | – |
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% |