BENJAMIN F. EDWARDS & COMPANY, INC. - 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
BENJAMIN F. EDWARDS & COMPANY, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$65,401
-1.2%
1,925,827
+3.7%
2.51%
-0.3%
Q2 2023$66,190
+14.2%
1,856,648
+11.5%
2.52%
+3.7%
Q1 2023$57,966
+30.2%
1,665,685
+20.5%
2.43%
+21.3%
Q4 2022$44,532
-99.9%
1,382,539
+1.7%
2.00%
+4.3%
Q3 2022$38,242,000
-7.6%
1,359,468
+3.3%
1.92%
-4.1%
Q2 2022$41,384,000
+4.6%
1,315,867
+22.2%
2.00%
+13.3%
Q1 2022$39,557,000
-0.5%
1,077,250
+5.3%
1.77%
-0.2%
Q4 2021$39,756,000
+9.7%
1,022,783
+9.2%
1.77%
-2.9%
Q3 2021$36,257,000
+5.6%
936,881
+7.7%
1.82%
+4.2%
Q2 2021$34,326,000
+146.0%
870,125
+134.6%
1.75%
+132.9%
Q1 2021$13,951,000
+19.4%
370,840
+14.3%
0.75%
+8.2%
Q4 2020$11,680,000
+19.6%
324,341
+4.3%
0.69%
+6.0%
Q3 2020$9,764,000
+14.0%
310,969
+8.0%
0.66%
+5.3%
Q2 2020$8,565,000
+34.7%
287,894
+17.0%
0.62%
+14.3%
Q1 2020$6,360,000
-13.2%
246,117
+13.0%
0.54%
+5.6%
Q4 2019$7,323,000
+15.8%
217,757
+9.7%
0.52%
+4.3%
Q3 2019$6,322,000
+21.0%
198,440
+21.9%
0.49%
+12.8%
Q2 2019$5,224,000
+15.5%
162,782
+12.7%
0.44%
+6.8%
Q1 2019$4,522,000
+33.0%
144,421
+20.4%
0.41%
+16.1%
Q4 2018$3,400,000
+2.5%
119,913
+21.2%
0.35%
+13.1%
Q3 2018$3,317,000
+28.0%
98,936
+26.2%
0.31%
+22.4%
Q2 2018$2,591,000
+17.6%
78,402
+19.9%
0.26%
+13.8%
Q1 2018$2,204,000
+78.6%
65,367
+80.5%
0.22%
+73.6%
Q4 2017$1,234,000
+227.3%
36,219
+221.3%
0.13%
+186.7%
Q3 2017$377,000
+1695.2%
11,273
+1393.1%
0.04%
+1400.0%
Q4 2016$21,000
-4.5%
7550.0%0.00%
-25.0%
Q3 2016$22,0007550.00%
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