SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,617,312 | -3.9% | 135,963 | +0.9% | 2.51% | +1.1% |
| Q2 2023 | $4,802,956 | +46.2% | 134,725 | +42.7% | 2.48% | +40.8% |
| Q1 2023 | $3,285,401 | +104630.7% | 94,408 | -3.1% | 1.76% | +5.3% |
| Q4 2022 | $3,137 | -99.5% | 97,385 | +337.0% | 1.67% | +365.7% |
| Q3 2022 | $627,000 | -7.4% | 22,287 | +3.5% | 0.36% | -0.3% |
| Q2 2022 | $677,000 | -15.6% | 21,535 | -1.4% | 0.36% | -2.2% |
| Q1 2022 | $802,000 | -5.8% | 21,835 | -0.2% | 0.37% | -8.7% |
| Q4 2021 | $851,000 | +2.4% | 21,882 | +1.9% | 0.40% | -4.0% |
| Q3 2021 | $831,000 | -0.4% | 21,467 | +1.5% | 0.42% | -1.4% |
| Q2 2021 | $834,000 | -15.2% | 21,141 | -19.2% | 0.43% | -21.5% |
| Q1 2021 | $984,000 | +21.6% | 26,152 | +16.4% | 0.54% | +13.1% |
| Q4 2020 | $809,000 | +16.2% | 22,468 | +1.3% | 0.48% | -1.2% |
| Q3 2020 | $696,000 | -0.3% | 22,178 | -5.5% | 0.49% | -8.8% |
| Q2 2020 | $698,000 | +3.6% | 23,468 | +16.9% | 0.53% | -20.8% |
| Q4 2019 | $674,000 | -23.3% | 20,069 | -27.3% | 0.67% | -20.4% |
| Q3 2019 | $879,000 | +6.4% | 27,613 | +7.2% | 0.85% | +2.8% |
| Q2 2019 | $826,000 | – | 25,756 | – | 0.82% | – |
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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% |