SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,289 | -1.8% | 15,350 | +3.1% | 0.30% | +11.1% |
| Q2 2023 | $530,938 | +6.1% | 14,893 | +3.6% | 0.27% | -0.4% |
| Q1 2023 | $500,182 | +107930.7% | 14,373 | 0.0% | 0.27% | +5.8% |
| Q4 2022 | $463 | -99.9% | 14,373 | +0.1% | 0.26% | +4.5% |
| Q3 2022 | $404,000 | +194.9% | 14,353 | +229.7% | 0.25% | +211.4% |
| Q2 2022 | $137,000 | +93.0% | 4,353 | +125.9% | 0.08% | +119.4% |
| Q1 2022 | $71,000 | -5.3% | 1,927 | 0.0% | 0.04% | -5.3% |
| Q4 2021 | $75,000 | +27.1% | 1,927 | +25.9% | 0.04% | +18.8% |
| Q3 2021 | $59,000 | +9.3% | 1,530 | +11.7% | 0.03% | +14.3% |
| Q2 2021 | $54,000 | +8.0% | 1,370 | +2.2% | 0.03% | 0.0% |
| Q1 2021 | $50,000 | +72.4% | 1,341 | +66.4% | 0.03% | +64.7% |
| Q4 2020 | $29,000 | +16.0% | 806 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $25,000 | +127.3% | 806 | +124.5% | 0.02% | +112.5% |
| Q2 2020 | $11,000 | +22.2% | 359 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 359 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | +9.1% | 359 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | +1000.0% | 359 | +797.5% | 0.01% | +700.0% |
| Q2 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | – | 40 | – | 0.00% | – |
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% |