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 | $6,476,162 | -1.5% | 190,700 | +3.4% | 4.04% | -1.8% |
| Q2 2023 | $6,577,236 | +0.3% | 184,495 | -2.0% | 4.11% | -3.5% |
| Q1 2023 | $6,554,430 | +7.5% | 188,346 | -0.5% | 4.26% | +3.1% |
| Q4 2022 | $6,098,696 | +24.0% | 189,342 | +8.3% | 4.13% | +16.2% |
| Q3 2022 | $4,917,000 | -20.5% | 174,790 | -11.2% | 3.56% | -17.9% |
| Q2 2022 | $6,188,000 | -10.6% | 196,752 | +4.4% | 4.33% | +1.5% |
| Q1 2022 | $6,922,000 | -3.1% | 188,502 | +2.6% | 4.27% | -0.3% |
| Q4 2021 | $7,142,000 | +0.5% | 183,739 | +0.0% | 4.28% | -5.2% |
| Q3 2021 | $7,110,000 | +1.3% | 183,730 | +3.3% | 4.51% | -2.7% |
| Q2 2021 | $7,019,000 | +2.4% | 177,923 | +1.1% | 4.64% | -5.1% |
| Q1 2021 | $6,853,000 | +15.0% | 176,043 | +6.4% | 4.89% | -5.7% |
| Q4 2020 | $5,957,000 | – | 165,416 | – | 5.19% | – |
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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% |