SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $102,288 | +164.2% | 3,012 | +177.3% | 0.00% | +50.0% |
Q2 2023 | $38,716 | +3.9% | 1,086 | +1.4% | 0.00% | -33.3% |
Q1 2023 | $37,271 | -14.0% | 1,071 | -20.4% | 0.00% | 0.0% |
Q4 2022 | $43,322 | -39.8% | 1,345 | -47.4% | 0.00% | -57.1% |
Q3 2022 | $72,000 | -10.0% | 2,559 | +0.4% | 0.01% | +16.7% |
Q2 2022 | $80,000 | -42.4% | 2,548 | -32.9% | 0.01% | -33.3% |
Q1 2022 | $139,000 | +6.9% | 3,795 | +13.1% | 0.01% | 0.0% |
Q4 2021 | $130,000 | +39.8% | 3,355 | +39.3% | 0.01% | +28.6% |
Q3 2021 | $93,000 | +1760.0% | 2,408 | +1873.8% | 0.01% | – |
Q2 2021 | $5,000 | 0.0% | 122 | 0.0% | 0.00% | – |
Q1 2021 | $5,000 | +25.0% | 122 | 0.0% | 0.00% | – |
Q4 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
Q3 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
Q2 2020 | $4,000 | -98.8% | 122 | -99.0% | 0.00% | -100.0% |
Q1 2020 | $320,000 | +30.6% | 12,376 | +42.9% | 0.05% | +23.7% |
Q4 2018 | $245,000 | – | 8,659 | – | 0.04% | – |
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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% |