SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,642 | -11.5% | 7,144 | -7.1% | 0.05% | -9.1% |
| Q2 2023 | $274,291 | +3.3% | 7,694 | +0.8% | 0.06% | -1.8% |
| Q1 2023 | $265,629 | +108320.0% | 7,633 | +0.3% | 0.06% | +5.7% |
| Q4 2022 | $245 | -99.9% | 7,609 | -3.3% | 0.05% | +1.9% |
| Q3 2022 | $221,000 | -12.3% | 7,865 | -2.0% | 0.05% | -5.5% |
| Q2 2022 | $252,000 | -16.3% | 8,029 | -2.3% | 0.06% | -5.2% |
| Q1 2022 | $301,000 | -5.6% | 8,215 | +0.0% | 0.06% | -3.3% |
| Q4 2021 | $319,000 | -10.9% | 8,212 | -11.4% | 0.06% | -20.0% |
| Q3 2021 | $358,000 | -16.7% | 9,267 | -15.1% | 0.08% | -15.7% |
| Q2 2021 | $430,000 | +13.8% | 10,909 | +8.4% | 0.09% | +6.0% |
| Q1 2021 | $378,000 | +5.0% | 10,064 | +0.6% | 0.08% | -3.4% |
| Q4 2020 | $360,000 | +14.6% | 10,004 | -0.2% | 0.09% | +1.2% |
| Q3 2020 | $314,000 | +1.9% | 10,022 | -3.4% | 0.09% | -5.5% |
| Q2 2020 | $308,000 | +9.2% | 10,372 | -5.0% | 0.09% | -5.2% |
| Q1 2020 | $282,000 | -21.0% | 10,923 | +2.7% | 0.10% | -2.0% |
| Q4 2019 | $357,000 | +1.7% | 10,631 | -3.5% | 0.10% | -6.7% |
| Q3 2019 | $351,000 | -0.8% | 11,019 | -0.3% | 0.10% | -2.8% |
| Q2 2019 | $354,000 | +4.1% | 11,052 | +1.6% | 0.11% | -43.2% |
| Q1 2019 | $340,000 | -4.0% | 10,881 | -13.0% | 0.19% | -15.6% |
| Q4 2018 | $354,000 | -18.8% | 12,506 | -3.9% | 0.22% | -6.2% |
| Q3 2018 | $436,000 | -10.5% | 13,007 | -11.9% | 0.24% | -16.7% |
| Q2 2018 | $487,000 | +14.3% | 14,757 | +16.7% | 0.29% | +12.9% |
| Q1 2018 | $426,000 | +20.7% | 12,642 | +21.8% | 0.26% | +19.2% |
| Q4 2017 | $353,000 | +22.1% | 10,379 | +19.9% | 0.21% | +10.3% |
| Q3 2017 | $289,000 | +6.2% | 8,656 | +0.9% | 0.19% | +0.5% |
| Q2 2017 | $272,000 | +14.3% | 8,583 | +7.4% | 0.19% | +10.9% |
| Q1 2017 | $238,000 | – | 7,990 | – | 0.17% | – |
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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% |