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 | $1,434,878 | -4.7% | 42,252 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $1,506,284 | +1.7% | 42,252 | -0.7% | 0.03% | 0.0% |
| Q1 2023 | $1,481,436 | -10.2% | 42,570 | -16.8% | 0.03% | -15.6% |
| Q4 2022 | $1,648,927 | +15.5% | 51,193 | +0.8% | 0.03% | +3.2% |
| Q3 2022 | $1,428,000 | -11.1% | 50,782 | -0.6% | 0.03% | -8.8% |
| Q2 2022 | $1,607,000 | -14.5% | 51,082 | -0.2% | 0.03% | 0.0% |
| Q1 2022 | $1,880,000 | -5.3% | 51,184 | +0.2% | 0.03% | +3.0% |
| Q4 2021 | $1,985,000 | +8.6% | 51,082 | +8.2% | 0.03% | 0.0% |
| Q3 2021 | $1,827,000 | -1.9% | 47,207 | 0.0% | 0.03% | -8.3% |
| Q2 2021 | $1,862,000 | +4.8% | 47,207 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,776,000 | +4.2% | 47,207 | -0.2% | 0.04% | 0.0% |
| Q4 2020 | $1,704,000 | -7.6% | 47,307 | -19.5% | 0.04% | -16.3% |
| Q3 2020 | $1,845,000 | -4.9% | 58,753 | -9.9% | 0.04% | -10.4% |
| Q2 2020 | $1,941,000 | +27.3% | 65,214 | +10.5% | 0.05% | +9.1% |
| Q1 2020 | $1,525,000 | – | 59,039 | – | 0.04% | – |
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% |