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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $67,563,000 | +2.7% | 1,738,166 | +2.3% | 13.94% | +2.1% |
| Q3 2021 | $65,761,000 | +0.3% | 1,699,263 | +2.2% | 13.66% | +1.4% |
| Q2 2021 | $65,593,000 | +7.6% | 1,662,677 | +2.6% | 13.47% | +1.0% |
| Q1 2021 | $60,955,000 | +3.9% | 1,620,280 | -0.6% | 13.33% | -0.1% |
| Q4 2020 | $58,680,000 | +20.5% | 1,629,545 | +5.1% | 13.34% | +4.8% |
| Q3 2020 | $48,677,000 | +67.3% | 1,550,230 | +58.5% | 12.73% | +52.7% |
| Q2 2020 | $29,097,000 | +16.7% | 978,042 | +1.3% | 8.34% | -6.8% |
| Q1 2020 | $24,939,000 | -33.5% | 965,137 | -13.5% | 8.95% | -22.3% |
| Q4 2019 | $37,511,000 | +2.7% | 1,115,402 | -2.7% | 11.51% | -6.4% |
| Q3 2019 | $36,527,000 | -4.4% | 1,146,483 | -3.7% | 12.29% | -11.1% |
| Q2 2019 | $38,224,000 | +33.7% | 1,191,140 | +30.4% | 13.83% | +26.9% |
| Q1 2019 | $28,593,000 | – | 913,216 | – | 10.89% | – |
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% |