SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,634,712 | -1.6% | 49,432 | +6.0% | 0.08% | +1.2% |
| Q2 2023 | $1,662,070 | +1.9% | 46,622 | +1.2% | 0.08% | -6.9% |
| Q1 2023 | $1,631,844 | +27.0% | 46,058 | +15.4% | 0.09% | -1.1% |
| Q4 2022 | $1,285,155 | +12.2% | 39,899 | +3.8% | 0.09% | +1.1% |
| Q3 2022 | $1,145,000 | -5.7% | 38,433 | -0.4% | 0.09% | -11.2% |
| Q2 2022 | $1,214,000 | -0.9% | 38,585 | +7.9% | 0.10% | +2.1% |
| Q1 2022 | $1,225,000 | +40.5% | 35,757 | +58.7% | 0.10% | +11.6% |
| Q3 2021 | $872,000 | +240.6% | 22,537 | +247.3% | 0.09% | +230.8% |
| Q2 2021 | $256,000 | +108.1% | 6,489 | +98.1% | 0.03% | +85.7% |
| Q1 2021 | $123,000 | -29.7% | 3,276 | -32.7% | 0.01% | -36.4% |
| Q4 2020 | $175,000 | +8.0% | 4,869 | -5.9% | 0.02% | -8.3% |
| Q3 2020 | $162,000 | +11.0% | 5,172 | +5.3% | 0.02% | +4.3% |
| Q2 2020 | $146,000 | -6.4% | 4,914 | -18.8% | 0.02% | -23.3% |
| Q1 2020 | $156,000 | -3.7% | 6,053 | +25.5% | 0.03% | +20.0% |
| Q4 2019 | $162,000 | +5.2% | 4,825 | -0.1% | 0.02% | 0.0% |
| Q3 2019 | $154,000 | +113.9% | 4,830 | +115.9% | 0.02% | +78.6% |
| Q2 2019 | $72,000 | +89.5% | 2,237 | +86.0% | 0.01% | +55.6% |
| Q1 2019 | $38,000 | +11.8% | 1,203 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $34,000 | -64.2% | 1,203 | -57.4% | 0.01% | -57.1% |
| Q3 2018 | $95,000 | +2.2% | 2,823 | 0.0% | 0.02% | -12.5% |
| Q2 2018 | $93,000 | -4.1% | 2,823 | -1.4% | 0.02% | -11.1% |
| Q1 2018 | $97,000 | +10.2% | 2,864 | +10.4% | 0.03% | +12.5% |
| Q4 2017 | $88,000 | +114.6% | 2,594 | +109.5% | 0.02% | +41.2% |
| Q3 2017 | $41,000 | +215.4% | 1,238 | +195.5% | 0.02% | +183.3% |
| Q2 2017 | $13,000 | – | 419 | – | 0.01% | – |
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% |