SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,171 | -80.7% | 7,101 | -82.2% | 0.01% | -84.4% |
| Q2 2022 | $1,251,000 | -16.2% | 39,790 | -2.1% | 0.03% | -3.0% |
| Q1 2022 | $1,493,000 | -7.8% | 40,664 | -2.4% | 0.03% | -8.3% |
| Q4 2021 | $1,619,000 | +1.4% | 41,651 | +0.9% | 0.04% | -12.2% |
| Q3 2021 | $1,597,000 | -1.2% | 41,272 | +0.7% | 0.04% | +2.5% |
| Q2 2021 | $1,617,000 | +10.4% | 41,000 | +5.3% | 0.04% | -2.4% |
| Q1 2021 | $1,465,000 | +7.6% | 38,940 | +3.0% | 0.04% | +2.5% |
| Q4 2020 | $1,361,000 | +14.0% | 37,797 | -0.6% | 0.04% | +2.6% |
| Q3 2020 | $1,194,000 | +16.6% | 38,021 | +10.5% | 0.04% | +8.3% |
| Q2 2020 | $1,024,000 | +5.2% | 34,404 | -8.6% | 0.04% | -20.0% |
| Q1 2020 | $973,000 | -27.0% | 37,661 | -4.9% | 0.04% | -13.5% |
| Q4 2019 | $1,332,000 | +10.4% | 39,595 | +4.6% | 0.05% | 0.0% |
| Q3 2019 | $1,206,000 | +2.4% | 37,852 | +3.1% | 0.05% | +2.0% |
| Q2 2019 | $1,178,000 | +0.2% | 36,705 | -2.2% | 0.05% | -3.8% |
| Q1 2019 | $1,176,000 | +36.6% | 37,546 | +23.6% | 0.05% | +20.5% |
| Q4 2018 | $861,000 | +5.1% | 30,369 | +24.3% | 0.04% | +18.9% |
| Q3 2018 | $819,000 | +31.5% | 24,439 | +29.6% | 0.04% | +32.1% |
| Q2 2018 | $623,000 | -83.6% | 18,855 | -83.2% | 0.03% | -82.5% |
| Q1 2018 | $3,794,000 | -17.0% | 112,546 | -16.1% | 0.16% | -22.0% |
| Q4 2017 | $4,573,000 | +6.9% | 134,216 | +5.0% | 0.20% | +1.5% |
| Q3 2017 | $4,276,000 | +30.6% | 127,770 | +24.0% | 0.20% | +19.5% |
| Q2 2017 | $3,274,000 | +389.4% | 103,019 | +359.6% | 0.17% | +344.7% |
| Q1 2017 | $669,000 | +114.4% | 22,413 | +98.9% | 0.04% | +100.0% |
| Q4 2016 | $312,000 | +32.8% | 11,270 | +37.9% | 0.02% | +18.8% |
| Q3 2016 | $235,000 | – | 8,171 | – | 0.02% | – |
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% |