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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,918 | -4.7% | 1,411 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $50,302 | -11.6% | 1,411 | -13.8% | 0.00% | 0.0% |
| Q1 2023 | $56,933 | +8.0% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $52,696 | -5.9% | 1,636 | -17.2% | 0.00% | -33.3% |
| Q3 2022 | $56,000 | -9.7% | 1,976 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -29.5% | 1,976 | -17.1% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | -24.8% | 2,384 | -20.5% | 0.00% | -25.0% |
| Q4 2021 | $117,000 | -4.1% | 2,998 | -4.8% | 0.00% | -20.0% |
| Q3 2021 | $122,000 | -1.6% | 3,149 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $124,000 | -8.1% | 3,149 | -12.5% | 0.01% | 0.0% |
| Q1 2021 | $135,000 | +542.9% | 3,599 | +520.5% | 0.01% | +500.0% |
| Q4 2020 | $21,000 | -38.2% | 580 | -43.4% | 0.00% | -50.0% |
| Q2 2018 | $34,000 | +325.0% | 1,025 | +241.7% | 0.00% | +100.0% |
| Q3 2015 | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $9,000 | +50.0% | 300 | +55.4% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 193 | – | 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% |