SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,100,112 | -67.5% | 33,540 | -62.1% | 0.42% | -63.9% |
| Q2 2023 | $3,382,657 | +56.0% | 88,520 | +45.9% | 1.16% | +36.9% |
| Q1 2023 | $2,168,987 | -26.7% | 60,654 | -25.6% | 0.85% | -33.3% |
| Q4 2022 | $2,957,995 | +385.7% | 81,470 | +276.2% | 1.27% | +338.6% |
| Q3 2022 | $609,000 | -36.2% | 21,654 | -28.7% | 0.29% | -48.3% |
| Q2 2022 | $955,000 | -30.5% | 30,375 | -18.9% | 0.56% | -8.0% |
| Q1 2022 | $1,375,000 | -22.2% | 37,459 | -20.2% | 0.61% | -29.6% |
| Q1 2021 | $1,767,000 | +14.2% | 46,965 | +9.3% | 0.87% | -0.5% |
| Q4 2020 | $1,547,000 | +14.7% | 42,965 | 0.0% | 0.87% | -9.8% |
| Q3 2020 | $1,349,000 | -0.8% | 42,965 | -6.0% | 0.96% | -10.8% |
| Q2 2020 | $1,360,000 | +29.3% | 45,707 | +12.3% | 1.08% | -15.3% |
| Q1 2020 | $1,052,000 | -44.7% | 40,707 | -28.0% | 1.28% | -40.8% |
| Q4 2019 | $1,901,000 | +16.9% | 56,537 | +10.8% | 2.16% | +9.3% |
| Q3 2019 | $1,626,000 | -5.1% | 51,037 | -4.4% | 1.98% | +4.0% |
| Q2 2019 | $1,713,000 | -0.3% | 53,375 | -2.7% | 1.90% | +18.9% |
| Q1 2019 | $1,718,000 | +21.5% | 54,875 | +10.0% | 1.60% | -9.1% |
| Q4 2018 | $1,414,000 | – | 49,875 | – | 1.76% | – |
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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% |