SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,205 | -97.1% | 124 | -96.9% | 0.00% | -95.9% |
| Q2 2023 | $143,167 | +3.6% | 4,016 | +1.1% | 0.07% | -3.9% |
| Q1 2023 | $138,200 | -98.2% | 3,971 | -98.3% | 0.08% | -98.3% |
| Q4 2022 | $7,542,882 | +13.8% | 234,178 | -0.6% | 4.36% | +9.7% |
| Q3 2022 | $6,628,000 | -14.5% | 235,612 | -4.4% | 3.97% | -13.4% |
| Q2 2022 | $7,754,000 | -36.4% | 246,562 | -25.7% | 4.59% | -33.6% |
| Q1 2022 | $12,188,000 | -10.4% | 331,908 | -5.1% | 6.92% | -10.0% |
| Q4 2021 | $13,599,000 | +4.1% | 349,848 | +3.6% | 7.68% | -9.2% |
| Q3 2021 | $13,069,000 | -0.4% | 337,701 | +1.6% | 8.47% | -0.6% |
| Q2 2021 | $13,118,000 | -9.1% | 332,528 | -13.3% | 8.52% | -20.1% |
| Q1 2021 | $14,433,000 | -7.0% | 383,658 | -11.0% | 10.67% | -6.6% |
| Q4 2020 | $15,527,000 | +208.8% | 431,199 | +169.3% | 11.42% | +189.5% |
| Q3 2020 | $5,028,000 | +5.9% | 160,124 | +4.5% | 3.94% | +20.0% |
| Q2 2020 | $4,747,000 | -64.5% | 153,255 | -70.4% | 3.29% | -71.6% |
| Q1 2020 | $13,386,000 | -37.1% | 518,042 | -18.1% | 11.56% | -31.3% |
| Q4 2019 | $21,282,000 | – | 632,829 | – | 16.82% | – |
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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% |