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 | $848,898 | -7.9% | 24,997 | -3.3% | 0.35% | -7.8% |
| Q2 2023 | $922,016 | +90471.3% | 25,863 | -11.6% | 0.38% | -17.2% |
| Q1 2023 | $1,018 | +5.7% | 29,264 | -2.1% | 0.46% | -0.6% |
| Q4 2022 | $963 | -99.9% | 29,905 | +30.2% | 0.47% | -9.7% |
| Q3 2022 | $646,000 | -37.3% | 22,974 | -29.8% | 0.52% | +21.1% |
| Q2 2022 | $1,030,000 | +63.5% | 32,747 | +90.9% | 0.43% | +75.7% |
| Q1 2022 | $630,000 | +9.6% | 17,158 | +16.1% | 0.24% | -3.2% |
| Q4 2021 | $575,000 | +0.3% | 14,780 | -0.3% | 0.25% | -4.6% |
| Q3 2021 | $573,000 | -10.5% | 14,818 | -8.6% | 0.26% | -14.6% |
| Q2 2021 | $640,000 | +4.7% | 16,212 | -0.2% | 0.31% | +11.2% |
| Q1 2021 | $611,000 | +3.9% | 16,249 | -0.6% | 0.28% | +2.6% |
| Q4 2020 | $588,000 | +13.7% | 16,351 | -0.6% | 0.27% | -6.9% |
| Q3 2020 | $517,000 | +5.5% | 16,451 | -0.2% | 0.29% | -4.6% |
| Q2 2020 | $490,000 | -6.0% | 16,484 | +6.4% | 0.30% | -10.3% |
| Q4 2019 | $521,000 | – | 15,487 | – | 0.34% | – |
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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% |