SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $474,000 | -7.6% | 15,058 | +7.8% | 0.01% | +25.0% |
| Q1 2022 | $513,000 | -27.3% | 13,968 | -23.1% | 0.00% | -33.3% |
| Q4 2021 | $706,000 | +68.1% | 18,167 | +67.3% | 0.01% | +50.0% |
| Q3 2021 | $420,000 | -38.6% | 10,860 | -37.4% | 0.00% | -33.3% |
| Q2 2021 | $684,000 | +9.3% | 17,345 | -28.4% | 0.01% | -25.0% |
| Q1 2020 | $626,000 | +820.6% | 24,223 | +1020.9% | 0.01% | +700.0% |
| Q1 2019 | $68,000 | -4.2% | 2,161 | -13.5% | 0.00% | 0.0% |
| Q4 2018 | $71,000 | -1.4% | 2,497 | +15.5% | 0.00% | 0.0% |
| Q3 2018 | $72,000 | +1.4% | 2,161 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $71,000 | -2.7% | 2,161 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $73,000 | -17.0% | 2,161 | -15.9% | 0.00% | 0.0% |
| Q4 2017 | $88,000 | – | 2,570 | – | 0.00% | – |
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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% |