SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,868,297 | -3.3% | 55,015 | +1.5% | 1.06% | +6.7% |
Q2 2023 | $1,932,213 | +8.8% | 54,200 | +6.2% | 0.99% | +5.2% |
Q1 2023 | $1,776,679 | -1.9% | 51,054 | -9.2% | 0.94% | -1.6% |
Q4 2022 | $1,810,395 | +16.4% | 56,206 | +1.7% | 0.96% | +1.7% |
Q3 2022 | $1,555,000 | -11.0% | 55,273 | -0.5% | 0.94% | -2.1% |
Q2 2022 | $1,748,000 | -12.9% | 55,578 | +1.7% | 0.96% | +6.1% |
Q1 2022 | $2,006,000 | +5.5% | 54,634 | +11.7% | 0.90% | +1.5% |
Q4 2021 | $1,902,000 | +22.8% | 48,931 | +22.3% | 0.89% | +6.3% |
Q3 2021 | $1,549,000 | -1.1% | 40,016 | +0.8% | 0.84% | +2.4% |
Q2 2021 | $1,566,000 | +8.0% | 39,684 | +2.9% | 0.82% | -3.5% |
Q1 2021 | $1,450,000 | +28.2% | 38,554 | +22.7% | 0.85% | +16.5% |
Q4 2020 | $1,131,000 | +21.5% | 31,410 | +6.0% | 0.73% | +5.2% |
Q3 2020 | $931,000 | +11.2% | 29,639 | +5.3% | 0.69% | -7.2% |
Q2 2020 | $837,000 | -8.8% | 28,139 | +2.9% | 0.75% | -19.0% |
Q4 2019 | $918,000 | – | 27,348 | – | 0.92% | – |
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% |