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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $89,923,723 | +2.5% | 2,522,405 | +0.1% | 19.42% | -2.3% |
Q1 2023 | $87,703,431 | +12.9% | 2,520,214 | -8.8% | 19.87% | -11.9% |
Q4 2022 | $77,709,089 | +0.0% | 2,762,499 | +0.0% | 22.56% | 0.0% |
Q3 2022 | $77,709,000 | -8.5% | 2,762,498 | +2.3% | 22.56% | -3.1% |
Q2 2022 | $84,916,000 | -12.9% | 2,700,017 | +1.7% | 23.28% | +1.5% |
Q1 2022 | $97,530,000 | -4.2% | 2,656,044 | +1.4% | 22.94% | +0.7% |
Q4 2021 | $101,835,000 | +4.9% | 2,619,880 | +4.5% | 22.77% | -2.6% |
Q3 2021 | $97,067,000 | -0.4% | 2,508,194 | +1.5% | 23.39% | +0.8% |
Q2 2021 | $97,489,000 | +10.1% | 2,471,196 | +5.0% | 23.21% | +1.5% |
Q1 2021 | $88,556,000 | +5.0% | 2,353,958 | +0.5% | 22.86% | -1.1% |
Q4 2020 | $84,313,000 | +8.2% | 2,341,387 | -5.1% | 23.12% | +1.5% |
Q3 2020 | $77,897,000 | +3.5% | 2,467,429 | -1.2% | 22.79% | -2.1% |
Q2 2020 | $75,271,000 | +17.3% | 2,496,545 | +0.5% | 23.28% | +16.5% |
Q1 2020 | $64,175,000 | +49.5% | 2,483,581 | +94.6% | 19.97% | +55.6% |
Q4 2019 | $42,924,000 | +19.7% | 1,276,390 | +13.4% | 12.83% | +6.0% |
Q3 2019 | $35,858,000 | +18.8% | 1,125,494 | +19.7% | 12.10% | +8.6% |
Q2 2019 | $30,175,000 | +35.3% | 940,324 | +32.0% | 11.14% | +13.5% |
Q1 2019 | $22,309,000 | +121.3% | 712,521 | +100.4% | 9.82% | +68.5% |
Q4 2018 | $10,079,000 | – | 355,517 | – | 5.83% | – |
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% |