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 | $18,904,458 | -4.3% | 556,668 | +0.4% | 4.10% | -2.6% |
| Q2 2023 | $19,761,949 | -6.0% | 554,332 | -8.2% | 4.21% | -7.2% |
| Q1 2023 | $21,014,221 | +5.1% | 603,857 | -2.7% | 4.54% | -1.6% |
| Q4 2022 | $19,998,156 | +45.1% | 620,868 | +26.8% | 4.61% | +31.2% |
| Q3 2022 | $13,779,000 | +3.7% | 489,835 | +15.9% | 3.51% | +14.0% |
| Q2 2022 | $13,288,000 | -13.3% | 422,510 | +1.2% | 3.08% | -7.0% |
| Q1 2022 | $15,333,000 | -1.6% | 417,555 | +4.2% | 3.31% | +2.3% |
| Q4 2021 | $15,584,000 | +2.2% | 400,915 | +1.7% | 3.24% | -6.8% |
| Q3 2021 | $15,249,000 | +0.6% | 394,034 | +2.5% | 3.47% | -5.0% |
| Q2 2021 | $15,159,000 | +8.8% | 384,250 | +3.7% | 3.66% | -2.6% |
| Q1 2021 | $13,934,000 | +8.9% | 370,394 | +4.2% | 3.76% | +2.0% |
| Q4 2020 | $12,798,000 | – | 355,394 | – | 3.68% | – |
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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% |