SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $250,000 | -44.8% | 7,961 | -35.4% | 0.18% | -36.7% |
| Q1 2022 | $453,000 | -19.8% | 12,325 | -15.3% | 0.29% | -17.4% |
| Q4 2021 | $565,000 | -19.7% | 14,544 | -20.0% | 0.35% | -27.5% |
| Q3 2021 | $704,000 | -6.8% | 18,187 | -5.0% | 0.48% | -17.6% |
| Q2 2021 | $755,000 | +3.4% | 19,147 | -1.3% | 0.59% | -11.3% |
| Q1 2021 | $730,000 | -3.1% | 19,404 | -7.3% | 0.66% | -3.1% |
| Q4 2020 | $753,000 | +10.1% | 20,921 | -4.0% | 0.68% | -3.5% |
| Q3 2020 | $684,000 | +3.3% | 21,784 | -2.0% | 0.71% | -10.8% |
| Q2 2020 | $662,000 | +14.9% | 22,239 | -0.2% | 0.79% | +4.1% |
| Q1 2020 | $576,000 | -31.5% | 22,282 | +19973.9% | 0.76% | +18.3% |
| Q4 2019 | $841,000 | – | 111 | – | 0.64% | – |
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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% |