SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,345,000 | -84.4% | 42,763 | -81.8% | 0.26% | -81.4% |
| Q1 2022 | $8,606,000 | -9.3% | 234,372 | -4.0% | 1.41% | -3.0% |
| Q4 2021 | $9,492,000 | -12.4% | 244,196 | -12.8% | 1.46% | +3.8% |
| Q3 2021 | $10,840,000 | +15.9% | 280,085 | +18.1% | 1.40% | -6.2% |
| Q2 2021 | $9,355,000 | +4.5% | 237,126 | -0.3% | 1.50% | -6.3% |
| Q1 2021 | $8,948,000 | +3.5% | 237,853 | -1.0% | 1.60% | -2.9% |
| Q4 2020 | $8,648,000 | +12.3% | 240,161 | -2.0% | 1.64% | +3.2% |
| Q3 2020 | $7,698,000 | +4273.9% | 245,182 | +4039.5% | 1.59% | +4089.5% |
| Q2 2020 | $176,000 | +15.0% | 5,923 | 0.0% | 0.04% | -2.6% |
| Q1 2020 | $153,000 | -36.0% | 5,923 | -16.6% | 0.04% | -25.0% |
| Q4 2019 | $239,000 | +5.8% | 7,098 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $226,000 | -0.9% | 7,098 | -0.4% | 0.05% | +2.0% |
| Q2 2019 | $228,000 | +2.2% | 7,123 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $223,000 | – | 7,123 | – | 0.05% | – |
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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% |