SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708 | +69.8% | 20,841 | +78.0% | 0.17% | +73.2% |
| Q2 2023 | $417 | +2.0% | 11,711 | -0.3% | 0.10% | -3.0% |
| Q1 2023 | $409 | +21.7% | 11,741 | +12.7% | 0.10% | +13.6% |
| Q4 2022 | $336 | -99.8% | 10,417 | +47.2% | 0.09% | +46.7% |
| Q3 2022 | $199,000 | -11.6% | 7,076 | -1.2% | 0.06% | -9.1% |
| Q2 2022 | $225,000 | -1.3% | 7,160 | +15.2% | 0.07% | 0.0% |
| Q1 2022 | $228,000 | +2.7% | 6,214 | +8.8% | 0.07% | -8.3% |
| Q4 2021 | $222,000 | +5.7% | 5,714 | +5.4% | 0.07% | -43.8% |
| Q3 2021 | $210,000 | -3.7% | 5,420 | -2.1% | 0.13% | -14.7% |
| Q2 2021 | $218,000 | +65.2% | 5,536 | +57.6% | 0.15% | +50.0% |
| Q1 2021 | $132,000 | +7.3% | 3,513 | +2.6% | 0.10% | +5.3% |
| Q4 2020 | $123,000 | +23.0% | 3,424 | +8.0% | 0.10% | +14.5% |
| Q3 2020 | $100,000 | +14.9% | 3,170 | +7.9% | 0.08% | +13.7% |
| Q2 2020 | $87,000 | +67.3% | 2,938 | +44.9% | 0.07% | +35.2% |
| Q1 2020 | $52,000 | +116.7% | 2,027 | +183.5% | 0.05% | +10.2% |
| Q4 2019 | $24,000 | +9.1% | 715 | +2.0% | 0.05% | +2.1% |
| Q3 2019 | $22,000 | 0.0% | 701 | +0.6% | 0.05% | -9.4% |
| Q2 2019 | $22,000 | – | 697 | – | 0.05% | – |
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% |