SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,125 | -17.7% | 6,233 | -12.8% | 0.11% | -9.6% |
| Q2 2023 | $250,326 | +24932.6% | 7,144 | +19744.4% | 0.12% | – |
| Q3 2022 | $1,000 | 0.0% | 36 | -16.3% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 43 | +2.4% | 0.00% | -100.0% |
| Q1 2022 | $2,000 | +100.0% | 42 | +16.7% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 36 | +2.9% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | -80.0% | 35 | -70.8% | 0.00% | -80.0% |
| Q1 2021 | $5,000 | +25.0% | 120 | 0.0% | 0.01% | +66.7% |
| Q4 2020 | $4,000 | 0.0% | 120 | +1.7% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | -75.0% | 118 | -77.8% | 0.00% | -76.9% |
| Q2 2020 | $16,000 | +14.3% | 532 | +0.9% | 0.01% | -40.9% |
| Q1 2020 | $14,000 | -22.2% | 527 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $18,000 | +12.5% | 527 | +2.1% | 0.02% | 0.0% |
| Q3 2019 | $16,000 | -27.3% | 516 | -23.1% | 0.02% | -91.6% |
| Q3 2018 | $22,000 | – | 671 | – | 0.26% | – |
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% |