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 | $1,780,363 | -10.1% | 52,425 | -5.7% | 0.09% | -9.2% |
| Q2 2023 | $1,981,051 | +15.0% | 55,569 | +12.3% | 0.10% | +4.3% |
| Q1 2023 | $1,722,021 | +18.2% | 49,483 | +9.4% | 0.09% | +5.6% |
| Q4 2022 | $1,457,224 | -24.7% | 45,241 | -26.5% | 0.09% | -32.1% |
| Q3 2022 | $1,936,000 | 0.0% | 61,569 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $1,936,000 | -18.8% | 61,569 | +0.4% | 0.13% | -7.7% |
| Q4 2021 | $2,384,000 | -82.3% | 61,321 | -82.4% | 0.14% | -67.0% |
| Q3 2021 | $13,470,000 | +3.1% | 348,062 | +5.1% | 0.43% | +3.1% |
| Q2 2021 | $13,060,000 | +13.5% | 331,060 | +8.2% | 0.42% | +0.7% |
| Q1 2021 | $11,510,000 | – | 305,947 | – | 0.41% | – |
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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% |