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 2022 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $2,000 | -84.6% | 62 | -82.5% | 0.00% | -75.0% |
Q1 2021 | $13,000 | 0.0% | 355 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $13,000 | +18.2% | 355 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $11,000 | -42.1% | 355 | -45.8% | 0.00% | -42.9% |
Q2 2020 | $19,000 | +11.8% | 655 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $17,000 | -56.4% | 655 | -43.5% | 0.01% | -50.0% |
Q4 2019 | $39,000 | +5.4% | 1,159 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $37,000 | -14.0% | 1,159 | -13.0% | 0.01% | -22.2% |
Q2 2019 | $43,000 | +2.4% | 1,332 | -1.0% | 0.02% | 0.0% |
Q1 2019 | $42,000 | +10.5% | 1,346 | 0.0% | 0.02% | -5.3% |
Q4 2018 | $38,000 | – | 1,346 | – | 0.02% | – |
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% |