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 | $7,838,429 | -4.2% | 230,814 | +0.6% | 0.62% | +1.6% |
| Q2 2023 | $8,182,871 | -1.4% | 229,534 | -3.7% | 0.61% | -5.4% |
| Q1 2023 | $8,295,947 | +3.8% | 238,389 | -3.9% | 0.65% | -4.1% |
| Q4 2022 | $7,988,798 | +8.0% | 248,022 | -5.7% | 0.68% | -1.6% |
| Q3 2022 | $7,395,000 | -21.2% | 262,882 | -11.9% | 0.69% | -17.2% |
| Q2 2022 | $9,388,000 | -32.8% | 298,512 | -21.5% | 0.83% | -24.0% |
| Q1 2022 | $13,971,000 | -10.3% | 380,486 | -5.1% | 1.09% | -5.9% |
| Q4 2021 | $15,580,000 | +63.4% | 400,821 | +62.7% | 1.16% | +48.8% |
| Q3 2021 | $9,533,000 | -3.4% | 246,327 | -1.5% | 0.78% | -4.3% |
| Q2 2021 | $9,867,000 | +2.9% | 250,119 | -1.9% | 0.82% | -0.5% |
| Q1 2021 | $9,593,000 | – | 255,004 | – | 0.82% | – |
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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% |