SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $32 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2022 | $121,000 | -6.2% | 3,306 | 0.0% | 0.00% | – |
| Q4 2021 | $129,000 | +0.8% | 3,306 | 0.0% | 0.00% | – |
| Q3 2021 | $128,000 | -21.0% | 3,306 | -19.7% | 0.00% | – |
| Q2 2021 | $162,000 | +20.0% | 4,117 | +14.7% | 0.00% | – |
| Q1 2021 | $135,000 | +13.4% | 3,588 | +8.5% | 0.00% | – |
| Q4 2020 | $119,000 | +120.4% | 3,306 | +59.1% | 0.00% | – |
| Q1 2020 | $54,000 | -27.0% | 2,078 | -10.5% | 0.00% | – |
| Q2 2019 | $74,000 | -59.8% | 2,322 | -60.6% | 0.00% | – |
| Q1 2019 | $184,000 | -9.4% | 5,900 | -17.9% | 0.00% | – |
| Q4 2018 | $203,000 | +651.9% | 7,188 | +796.3% | 0.00% | – |
| Q3 2018 | $27,000 | -54.2% | 802 | -54.8% | 0.00% | – |
| Q2 2018 | $59,000 | – | 1,773 | – | 0.00% | – |
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% |