SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,901,131 | -48.0% | 85,428 | -45.4% | 0.16% | -56.4% |
| Q2 2023 | $5,575,731 | -51.0% | 156,402 | -52.2% | 0.36% | -56.2% |
| Q1 2023 | $11,383,637 | +3.4% | 327,116 | -4.3% | 0.82% | +1.0% |
| Q4 2022 | $11,010,956 | +7.7% | 341,849 | -5.9% | 0.81% | -3.7% |
| Q3 2022 | $10,219,000 | -3.4% | 363,269 | +8.0% | 0.84% | -6.2% |
| Q2 2022 | $10,582,000 | +21495.9% | 336,476 | +21290.7% | 0.90% | +8870.0% |
| Q3 2020 | $49,000 | -94.9% | 1,573 | -94.5% | 0.01% | -99.1% |
| Q4 2019 | $962,000 | +2.6% | 28,603 | -13.6% | 1.05% | +15.6% |
| Q4 2018 | $938,000 | – | 33,088 | – | 0.91% | – |
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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% |