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 | $25,254,102 | -5.3% | 743,643 | -0.6% | 16.95% | +13.0% |
| Q2 2023 | $26,663,163 | +3.7% | 747,915 | +1.2% | 15.00% | -1.9% |
| Q1 2023 | $25,723,256 | +2.5% | 739,174 | -5.2% | 15.30% | -3.6% |
| Q4 2022 | $25,104,456 | +19.1% | 779,399 | +4.1% | 15.86% | +5.3% |
| Q3 2022 | $21,071,000 | -4.7% | 749,045 | +6.5% | 15.06% | +4.2% |
| Q2 2022 | $22,112,000 | -14.4% | 703,096 | -0.1% | 14.46% | -1.6% |
| Q1 2022 | $25,839,000 | +1.8% | 703,672 | +7.8% | 14.69% | +0.6% |
| Q4 2021 | $25,376,000 | +1.6% | 652,834 | +3.1% | 14.61% | -5.4% |
| Q3 2021 | $24,980,000 | 0.0% | 633,207 | 0.0% | 15.44% | +0.2% |
| Q2 2021 | $24,980,000 | +4.9% | 633,207 | +0.0% | 15.40% | +0.2% |
| Q1 2021 | $23,810,000 | -8.6% | 632,906 | -12.6% | 15.37% | -8.2% |
| Q4 2020 | $26,062,000 | – | 723,747 | – | 16.74% | – |
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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% |