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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $933 | -85.5% | 27,478 | -85.1% | 0.02% | -81.9% |
| Q1 2023 | $6,416 | +96.0% | 184,373 | +81.4% | 0.10% | +19.3% |
| Q4 2022 | $3,273 | -99.8% | 101,619 | +114.6% | 0.09% | +144.4% |
| Q2 2022 | $1,489,000 | -52.7% | 47,346 | -44.8% | 0.04% | -57.6% |
| Q1 2022 | $3,148,000 | -28.6% | 85,723 | -24.7% | 0.08% | -55.5% |
| Q3 2021 | $4,407,000 | +152.1% | 113,874 | +157.0% | 0.19% | +253.7% |
| Q2 2021 | $1,748,000 | +287.6% | 44,309 | +269.3% | 0.05% | +200.0% |
| Q1 2021 | $451,000 | -94.2% | 11,999 | -95.4% | 0.02% | -95.1% |
| Q2 2020 | $7,769,000 | -44.9% | 261,141 | -52.1% | 0.36% | -29.9% |
| Q1 2020 | $14,101,000 | – | 545,686 | – | 0.52% | – |
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% |