SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $333,000 | -4.0% | 9,068 | +1.5% | 0.20% | +7.0% |
| Q4 2021 | $347,000 | -55.7% | 8,933 | -55.9% | 0.19% | -60.2% |
| Q3 2021 | $784,000 | +4.4% | 20,253 | +6.4% | 0.47% | +4.5% |
| Q2 2021 | $751,000 | +18.1% | 19,035 | +12.9% | 0.45% | +9.0% |
| Q1 2021 | $636,000 | +11.2% | 16,856 | +6.3% | 0.41% | +0.7% |
| Q4 2020 | $572,000 | -54.3% | 15,858 | -57.4% | 0.41% | -65.2% |
| Q4 2019 | $1,251,000 | – | 37,213 | – | 1.17% | – |
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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% |