SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $10,711,000 | +6.3% | 341,118 | +0.7% | 3.61% | -6.7% |
| Q2 2020 | $10,079,000 | +63.4% | 338,789 | +41.9% | 3.87% | +30.8% |
| Q1 2020 | $6,168,000 | -23.5% | 238,718 | -0.4% | 2.96% | -0.9% |
| Q4 2019 | $8,059,000 | +13.9% | 239,631 | +7.9% | 2.98% | +8.1% |
| Q3 2019 | $7,073,000 | +9.8% | 222,004 | +10.6% | 2.76% | +9.0% |
| Q2 2019 | $6,442,000 | +16.4% | 200,744 | +13.6% | 2.53% | +2.6% |
| Q1 2019 | $5,533,000 | +51.6% | 176,713 | +37.3% | 2.47% | +25.3% |
| Q4 2018 | $3,649,000 | +7198.0% | 128,703 | +8361.7% | 1.97% | +7776.0% |
| Q2 2018 | $50,000 | -2.0% | 1,521 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $51,000 | -67.3% | 1,521 | -73.3% | 0.03% | -73.0% |
| Q4 2015 | $156,000 | +47.2% | 5,687 | +40.8% | 0.10% | +33.3% |
| Q3 2015 | $106,000 | -36.5% | 4,038 | -26.7% | 0.08% | -33.6% |
| Q2 2015 | $167,000 | -23.0% | 5,508 | -20.3% | 0.11% | -36.9% |
| Q1 2014 | $217,000 | +4.8% | 6,914 | +5.3% | 0.18% | -3.2% |
| Q4 2013 | $207,000 | – | 6,567 | – | 0.18% | – |
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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% |