SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,632,963 | -4.7% | 48,085 | 0.0% | 0.51% | +1.2% |
Q2 2023 | $1,714,227 | +2.0% | 48,085 | -0.4% | 0.50% | -3.3% |
Q1 2023 | $1,680,906 | +5.2% | 48,302 | -2.6% | 0.52% | +2.8% |
Q4 2022 | $1,597,677 | +8.8% | 49,602 | -5.0% | 0.51% | -2.7% |
Q3 2022 | $1,468,861 | -8.2% | 52,217 | +2.6% | 0.52% | -4.2% |
Q2 2022 | $1,600,836 | +28.0% | 50,901 | +49.5% | 0.54% | +39.7% |
Q1 2022 | $1,250,389 | -7.3% | 34,052 | -1.9% | 0.39% | -7.4% |
Q4 2021 | $1,348,789 | -26.6% | 34,700 | -26.9% | 0.42% | -34.6% |
Q3 2021 | $1,836,547 | -4.7% | 47,456 | -2.9% | 0.64% | -9.2% |
Q2 2021 | $1,927,369 | +6.0% | 48,856 | +1.1% | 0.71% | -3.0% |
Q1 2021 | $1,817,573 | +4.5% | 48,314 | 0.0% | 0.73% | -5.7% |
Q4 2020 | $1,739,787 | +13.7% | 48,314 | -0.9% | 0.78% | -1.0% |
Q3 2020 | $1,530,499 | +5.0% | 48,742 | -0.5% | 0.78% | -0.6% |
Q2 2020 | $1,457,363 | -47.9% | 48,987 | -54.7% | 0.79% | -55.6% |
Q1 2020 | $2,795,810 | +4557.4% | 108,197 | +5961.5% | 1.77% | +5275.8% |
Q4 2019 | $60,030 | -88.5% | 1,785 | -89.1% | 0.03% | -89.4% |
Q3 2019 | $520,911 | +23.1% | 16,350 | +24.0% | 0.31% | +17.8% |
Q2 2019 | $423,107 | -4.4% | 13,185 | -6.8% | 0.26% | -14.8% |
Q1 2019 | $442,723 | -43.8% | 14,140 | -49.1% | 0.31% | -49.0% |
Q4 2018 | $787,676 | -14.3% | 27,784 | +1.4% | 0.61% | -8.0% |
Q3 2018 | $918,990 | +17.2% | 27,408 | +15.5% | 0.66% | +12.8% |
Q2 2018 | $784,111 | -2.0% | 23,725 | 0.0% | 0.59% | -1.5% |
Q1 2018 | $799,770 | +1.1% | 23,725 | +2.2% | 0.60% | +1.5% |
Q4 2017 | $791,276 | +57.3% | 23,225 | +54.6% | 0.59% | +54.6% |
Q3 2017 | $502,887 | +5.3% | 15,025 | 0.0% | 0.38% | 0.0% |
Q2 2017 | $477,495 | +6.4% | 15,025 | 0.0% | 0.38% | +5.9% |
Q1 2017 | $448,797 | -3.7% | 15,025 | -10.7% | 0.36% | -17.7% |
Q4 2016 | $465,910 | – | 16,832 | – | 0.44% | – |
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% |