LPL Financial LLC - SCHWAB STRATEGIC TR ownership

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
LPL Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$71,992,426
+8.5%
2,119,918
+13.9%
0.05%
+6.4%
Q2 2023$66,380,217
+12.5%
1,861,998
+9.8%
0.05%
+2.2%
Q1 2023$59,015,565
+12.6%
1,695,850
+4.2%
0.05%
+2.2%
Q4 2022$52,417,487
+14.4%
1,627,367
-0.1%
0.04%
+2.3%
Q3 2022$45,808,000
+32.5%
1,628,454
+48.1%
0.04%
+33.3%
Q2 2022$34,576,000
+17.3%
1,099,383
+36.9%
0.03%
+32.0%
Q1 2022$29,478,000
-8.2%
802,789
-2.9%
0.02%
-7.4%
Q4 2021$32,127,000
+17.8%
826,517
+17.3%
0.03%
+3.8%
Q3 2021$27,271,000
+3.3%
704,680
+5.3%
0.03%
-3.7%
Q2 2021$26,392,000
+7.0%
669,011
+2.0%
0.03%
-3.6%
Q1 2021$24,671,000
+17.4%
655,782
+12.4%
0.03%
+3.7%
Q4 2020$21,013,000
+38.2%
583,532
+20.5%
0.03%
+12.5%
Q3 2020$15,202,000
+37.6%
484,147
+30.4%
0.02%
+26.3%
Q2 2020$11,044,000
-3.9%
371,212
-16.6%
0.02%
-24.0%
Q1 2020$11,496,000
-42.9%
444,907
-25.7%
0.02%
-32.4%
Q4 2019$20,150,000
+48.9%
599,180
+41.0%
0.04%
+32.1%
Q3 2019$13,537,000
+5.1%
424,881
+5.8%
0.03%
+3.7%
Q2 2019$12,884,000
+4.1%
401,511
+1.6%
0.03%
-3.6%
Q1 2019$12,377,000
+35.5%
395,300
+22.7%
0.03%
+16.7%
Q4 2018$9,135,000
-22.4%
322,223
-8.2%
0.02%
-14.3%
Q3 2018$11,772,000
+1.6%
351,103
+0.2%
0.03%
-6.7%
Q2 2018$11,582,000
-50.7%
350,440
-49.8%
0.03%
-53.8%
Q1 2018$23,514,000
+6.8%
697,529
+8.0%
0.06%
-3.0%
Q4 2017$22,012,000
+80.6%
646,070
+77.5%
0.07%
+55.8%
Q3 2017$12,185,000
+21.1%
364,044
+15.0%
0.04%
+13.2%
Q2 2017$10,059,000
+13.9%
316,507
+7.0%
0.04%
-36.7%
Q1 2017$8,829,000
+16.8%
295,688
+9.1%
0.06%
+5.3%
Q4 2016$7,557,000
+4.6%
271,061
+7.4%
0.06%
-17.4%
Q3 2016$7,228,000
+9.2%
252,290
+1.5%
0.07%
+23.2%
Q2 2016$6,619,000
-45.2%
248,666
-46.0%
0.06%
+64.7%
Q1 2016$12,073,000
+17.6%
460,267
+21.4%
0.03%
+21.4%
Q4 2015$10,269,000
+81.0%
379,078
+90.0%
0.03%
-9.7%
Q3 2015$5,675,000
+10.9%
199,557
+17.2%
0.03%
+19.2%
Q2 2015$5,115,000
+4.5%
170,225
+5.8%
0.03%
+4.0%
Q1 2015$4,894,000
+17.9%
160,924
+12.1%
0.02%
+8.7%
Q4 2014$4,150,000
+10.0%
143,560
+16.8%
0.02%
+4.5%
Q3 2014$3,772,000
-5.2%
122,950
+1.9%
0.02%
-4.3%
Q2 2014$3,981,000
+1.1%
120,702
-3.4%
0.02%
-4.2%
Q1 2014$3,937,000
-2.3%
124,988
-2.2%
0.02%
-4.0%
Q4 2013$4,029,000
+5.5%
127,774
+3.1%
0.02%0.0%
Q3 2013$3,819,000
+14.6%
123,920
+1.3%
0.02%
+4.2%
Q2 2013$3,332,000122,3350.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Leverty Financial Group, LLC 850,286$33,050,00025.49%
TimeScale Financial, Inc. 2,619,880$101,835,00022.77%
Matrix Trust Co 1,966,666$76,444,00018.54%
Guardian Financial Partners, LLC 470,022$18,270,00017.44%
ACT WEALTH MANAGEMENT, LLC 652,834$25,376,00014.61%
JBJ Investment Partners, LLC 1,738,166$67,563,00013.94%
SVB Investment Services Inc. 535,610$20,820,00013.84%
Boyd Wealth Management, LLC 473,829$18,418,00013.37%
Flower City Capital 345,967$13,464,000,00013.07%
Evergreen Advisors, LLC 963,137$37,437,00012.77%
View complete list of SCHWAB STRATEGIC TR shareholders