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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,607 | -8.9% | 3,080 | -4.4% | 0.04% | -7.9% |
| Q2 2023 | $114,839 | +2.5% | 3,221 | 0.0% | 0.04% | -7.3% |
| Q1 2023 | $112,075 | +23.8% | 3,221 | +0.1% | 0.04% | -4.7% |
| Q4 2022 | $90,560 | -0.5% | 3,219 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $91,000 | +1037.5% | 3,219 | +1119.3% | 0.04% | +975.0% |
| Q2 2022 | $8,000 | +166.7% | 264 | +183.9% | 0.00% | +300.0% |
| Q1 2022 | $3,000 | -25.0% | 93 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $4,000 | -63.6% | 93 | -66.7% | 0.00% | -66.7% |
| Q3 2021 | $11,000 | +10.0% | 279 | +9.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 256 | +12.8% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | -18.2% | 227 | -23.3% | 0.01% | -25.0% |
| Q4 2020 | $11,000 | – | 296 | – | 0.01% | – |
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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% |