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 | $264,807 | +0.2% | 7,798 | +5.2% | 0.01% | 0.0% |
| Q2 2023 | $264,153 | +7.0% | 7,410 | +4.5% | 0.01% | 0.0% |
| Q1 2023 | $246,872 | -17.4% | 7,094 | -23.6% | 0.01% | -18.2% |
| Q4 2022 | $298,942 | +4.9% | 9,281 | -8.3% | 0.01% | -8.3% |
| Q3 2022 | $285,000 | -42.5% | 10,124 | -35.8% | 0.01% | -20.0% |
| Q2 2022 | $496,000 | +121.4% | 15,771 | +158.7% | 0.02% | +7.1% |
| Q1 2022 | $224,000 | – | 6,096 | – | 0.01% | – |
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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% |