Black Diamond Financial, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Black Diamond Financial, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$9,095,130
-3.9%
267,819
+0.9%
2.80%
-0.1%
Q2 2023$9,466,743
+10.6%
265,547
+7.9%
2.80%
-0.3%
Q1 2023$8,562,382
+22.7%
246,045
+13.5%
2.81%
+11.4%
Q4 2022$6,979,471
+23.8%
216,686
+8.7%
2.52%
+11.0%
Q3 2022$5,639,000
+0.6%
199,383
+12.3%
2.27%
+2.9%
Q2 2022$5,608,000
+27.1%
177,471
+47.7%
2.21%
+58.6%
Q1 2022$4,413,000
-3.6%
120,188
+2.1%
1.39%
-9.6%
Q4 2021$4,576,000
+82.6%
117,737
+81.8%
1.54%
+28.1%
Q3 2021$2,506,000
-20.0%
64,761
-18.2%
1.20%
-1.7%
Q2 2021$3,134,000
+8.4%
79,185
+3.0%
1.22%
-0.2%
Q1 2021$2,892,000
+7.1%
76,867
+2.5%
1.23%
-1.0%
Q4 2020$2,700,000
+14.6%
74,993
-0.0%
1.24%
-6.1%
Q3 2020$2,355,000
-8.7%
75,000
-13.5%
1.32%
-21.6%
Q2 2020$2,578,000
-32.8%
86,669
-41.6%
1.68%
-42.2%
Q1 2020$3,834,000
-38.9%
148,381
-20.5%
2.91%
-36.0%
Q4 2019$6,273,000
+21.8%
186,537
+14.6%
4.54%
+19.7%
Q3 2019$5,149,000
+5.1%
162,816
+6.7%
3.80%
-9.1%
Q2 2019$4,899,000
+10.4%
152,650
+7.7%
4.18%
+5.1%
Q1 2019$4,439,000
+10.7%
141,771
+22.2%
3.97%
+25.7%
Q4 2018$4,009,000116,0563.16%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Leverty Financial Group, LLC 932,097$29,314,00027.32%
Global Strategic Investment Solutions, LLC 10,494,219$330,043,00023.75%
TimeScale Financial, Inc. 2,700,017$84,916,00023.28%
Guardian Financial Partners, LLC 479,538$15,081,00016.90%
Matrix Trust Co 1,878,398$59,076,00016.31%
ACT WEALTH MANAGEMENT, LLC 703,096$22,112,00014.46%
Evergreen Advisors, LLC 1,008,388$31,714,00012.77%
REGENTATLANTIC CAPITAL LLC 11,021,090$346,613,00011.42%
Riverpoint Wealth Management Holdings, LLC 896,934$28,209,00011.36%
Flower City Capital 360,691$11,344,00011.03%
View complete list of SCHWAB STRATEGIC TR shareholders