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 | $16,111 | -54.8% | 472,474 | -53.3% | 0.04% | -53.1% |
| Q2 2023 | $35,672 | +130.2% | 1,012,540 | +126.5% | 0.08% | +113.2% |
| Q1 2023 | $15,493 | +17.0% | 447,002 | +9.8% | 0.04% | +11.8% |
| Q4 2022 | $13,246 | -99.8% | 407,188 | +74.5% | 0.03% | +88.9% |
| Q3 2022 | $6,600,000 | +1753.9% | 233,371 | +1962.1% | 0.02% | +1700.0% |
| Q2 2022 | $356,000 | -22.1% | 11,317 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $457,000 | -1.1% | 12,455 | +6.3% | 0.00% | 0.0% |
| Q4 2021 | $462,000 | -8.3% | 11,719 | -10.1% | 0.00% | 0.0% |
| Q3 2021 | $504,000 | +9.1% | 13,031 | +11.2% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | -80.5% | 11,719 | -81.4% | 0.00% | -80.0% |
| Q1 2021 | $2,365,000 | +4.8% | 62,871 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $2,257,000 | – | 62,671 | – | 0.01% | – |
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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% |