SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,666,949 | -7.0% | 49,086 | -2.3% | 0.23% | -4.6% |
| Q2 2023 | $1,791,794 | +0.8% | 50,261 | -1.6% | 0.24% | -7.0% |
| Q1 2023 | $1,777,812 | +22.2% | 51,087 | +13.1% | 0.26% | +12.7% |
| Q4 2022 | $1,455,307 | +489.2% | 45,182 | +413.8% | 0.23% | +442.9% |
| Q3 2022 | $247,000 | -39.3% | 8,794 | -28.0% | 0.04% | -33.3% |
| Q2 2022 | $407,000 | -14.5% | 12,209 | -5.8% | 0.06% | -11.3% |
| Q1 2022 | $476,000 | -3.4% | 12,966 | +2.3% | 0.07% | +29.1% |
| Q4 2021 | $493,000 | -31.0% | 12,678 | -31.3% | 0.06% | -40.2% |
| Q3 2021 | $714,000 | -37.5% | 18,442 | -36.3% | 0.09% | -27.6% |
| Q2 2021 | $1,143,000 | -30.9% | 28,973 | -34.1% | 0.13% | -21.1% |
| Q1 2021 | $1,655,000 | -32.2% | 43,982 | -35.2% | 0.16% | -25.8% |
| Q4 2020 | $2,442,000 | +9.3% | 67,827 | -4.7% | 0.22% | +6.9% |
| Q3 2020 | $2,235,000 | +0.3% | 71,168 | -5.0% | 0.20% | -12.1% |
| Q2 2020 | $2,229,000 | -75.5% | 74,939 | -78.7% | 0.23% | -80.4% |
| Q1 2020 | $9,105,000 | -49.3% | 352,344 | -34.1% | 1.18% | -39.8% |
| Q4 2019 | $17,974,000 | +7.3% | 534,459 | +1.6% | 1.95% | -4.5% |
| Q3 2019 | $16,755,000 | +6.6% | 525,903 | +7.3% | 2.05% | +13.8% |
| Q2 2019 | $15,721,000 | +2.3% | 489,896 | -0.2% | 1.80% | +1.3% |
| Q1 2019 | $15,366,000 | +5.0% | 490,764 | -4.9% | 1.78% | -10.4% |
| Q4 2018 | $14,632,000 | – | 516,123 | – | 1.98% | – |
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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% |