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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $83,000 | -13.5% | 2,640 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $96,000 | -5.9% | 2,617 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $102,000 | +3.0% | 2,614 | +2.2% | 0.00% | 0.0% |
| Q3 2021 | $99,000 | -2.0% | 2,557 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $101,000 | +6.3% | 2,557 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $95,000 | +4.4% | 2,535 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $91,000 | +16.7% | 2,535 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $78,000 | +5.4% | 2,499 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $74,000 | +15.6% | 2,499 | +0.8% | 0.00% | 0.0% |
| Q1 2020 | $64,000 | -22.9% | 2,479 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $83,000 | +7.8% | 2,479 | +2.2% | 0.00% | 0.0% |
| Q3 2019 | $77,000 | +2.7% | 2,426 | +0.8% | 0.00% | 0.0% |
| Q1 2019 | $75,000 | – | 2,407 | – | 0.00% | – |
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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% |