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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475 | -1.2% | 13,981 | +1.1% | 0.16% | -3.6% |
| Q1 2023 | $481 | +8.1% | 13,827 | 0.0% | 0.17% | +1.8% |
| Q4 2022 | $445 | -99.9% | 13,827 | +1.9% | 0.16% | -5.2% |
| Q3 2022 | $381,000 | -10.8% | 13,572 | 0.0% | 0.17% | -8.4% |
| Q2 2022 | $427,000 | -22.2% | 13,572 | -9.3% | 0.19% | -12.8% |
| Q1 2022 | $549,000 | -5.8% | 14,959 | -0.3% | 0.22% | -1.4% |
| Q4 2021 | $583,000 | +7.0% | 15,000 | +3.5% | 0.22% | -11.6% |
| Q1 2021 | $545,000 | +4.4% | 14,489 | 0.0% | 0.25% | -8.8% |
| Q4 2020 | $522,000 | +16.3% | 14,489 | +1.4% | 0.27% | +3.0% |
| Q3 2020 | $449,000 | +5.6% | 14,285 | 0.0% | 0.27% | -1.5% |
| Q2 2020 | $425,000 | +16.1% | 14,285 | +0.8% | 0.27% | -2.2% |
| Q1 2020 | $366,000 | -17.2% | 14,171 | +7.9% | 0.28% | -5.8% |
| Q4 2019 | $442,000 | +8.1% | 13,133 | +2.2% | 0.29% | -2.0% |
| Q3 2019 | $409,000 | 0.0% | 12,850 | +0.8% | 0.30% | -5.1% |
| Q2 2019 | $409,000 | +2.5% | 12,749 | 0.0% | 0.32% | -4.8% |
| Q1 2019 | $399,000 | +10.5% | 12,749 | 0.0% | 0.33% | -5.7% |
| Q4 2018 | $361,000 | – | 12,749 | – | 0.35% | – |
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% |