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 | $3,941,425 | -20.1% | 116,061 | -16.1% | 1.99% | -15.2% |
| Q2 2023 | $4,933,268 | +6.7% | 138,381 | +4.1% | 2.35% | -2.9% |
| Q1 2023 | $4,624,129 | +7.4% | 132,877 | -0.6% | 2.42% | +1.6% |
| Q4 2022 | $4,306,840 | -15.8% | 133,711 | -26.4% | 2.38% | -21.9% |
| Q3 2022 | $5,113,000 | -4.2% | 181,761 | +7.1% | 3.04% | +2.4% |
| Q2 2022 | $5,339,000 | +15.8% | 169,773 | +35.2% | 2.97% | +25.7% |
| Q1 2022 | $4,611,000 | -1.5% | 125,581 | +4.2% | 2.36% | +4.1% |
| Q4 2021 | $4,683,000 | +12.0% | 120,488 | +11.5% | 2.27% | +4.3% |
| Q3 2021 | $4,183,000 | -1.3% | 108,085 | +0.6% | 2.18% | +2.7% |
| Q2 2021 | $4,239,000 | -15.3% | 107,463 | -19.3% | 2.12% | -19.1% |
| Q1 2021 | $5,007,000 | +5.7% | 133,092 | +1.2% | 2.62% | -2.5% |
| Q4 2020 | $4,737,000 | +20.2% | 131,534 | +4.8% | 2.69% | +6.2% |
| Q3 2020 | $3,941,000 | +5.7% | 125,498 | +0.1% | 2.53% | -1.1% |
| Q2 2020 | $3,729,000 | +16.8% | 125,340 | +1.4% | 2.56% | -0.1% |
| Q1 2020 | $3,194,000 | -16.4% | 123,604 | +8.8% | 2.56% | -16.0% |
| Q4 2019 | $3,822,000 | +30.4% | 113,640 | +23.6% | 3.06% | +16.6% |
| Q3 2019 | $2,930,000 | +24.9% | 91,977 | +25.9% | 2.62% | +42.1% |
| Q2 2019 | $2,345,000 | +5.3% | 73,070 | +5.0% | 1.84% | +3.2% |
| Q1 2019 | $2,228,000 | – | 69,593 | – | 1.78% | – |
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% |