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 | $4,354 | -16.4% | 128,215 | -14.4% | 1.81% | -23.0% |
| Q1 2023 | $5,210 | +10.2% | 149,701 | +2.0% | 2.35% | +18.9% |
| Q4 2022 | $4,728 | -99.9% | 146,775 | -0.8% | 1.98% | +1.1% |
| Q3 2022 | $4,162,000 | -6.1% | 147,943 | +5.0% | 1.96% | -0.5% |
| Q2 2022 | $4,431,000 | -14.3% | 140,901 | +0.1% | 1.97% | -8.1% |
| Q1 2022 | $5,170,000 | -15.3% | 140,784 | -10.4% | 2.14% | -2.3% |
| Q4 2021 | $6,107,000 | +13.0% | 157,102 | +12.5% | 2.19% | -4.4% |
| Q3 2021 | $5,403,000 | +7.7% | 139,617 | +9.8% | 2.29% | -14.0% |
| Q2 2021 | $5,017,000 | +7.9% | 127,170 | +2.9% | 2.67% | +20.8% |
| Q1 2021 | $4,651,000 | +8.4% | 123,634 | +3.7% | 2.21% | -1.0% |
| Q4 2020 | $4,292,000 | +22.6% | 119,185 | +6.9% | 2.23% | +12.6% |
| Q3 2020 | $3,500,000 | +7.0% | 111,458 | +1.4% | 1.98% | +1.0% |
| Q2 2020 | $3,270,000 | +22.2% | 109,924 | +6.1% | 1.96% | +4.5% |
| Q1 2020 | $2,677,000 | +5.3% | 103,580 | +37.0% | 1.88% | +10.7% |
| Q4 2019 | $2,542,000 | – | 75,588 | – | 1.69% | – |
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% |