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 | $12,005,641 | -4.7% | 353,523 | 0.0% | 1.54% | -1.3% |
| Q2 2023 | $12,603,095 | +2.6% | 353,523 | +0.2% | 1.57% | +2.7% |
| Q1 2023 | $12,280,635 | +28.8% | 352,892 | +19.2% | 1.52% | +24.7% |
| Q4 2022 | $9,532,502 | +19.9% | 295,949 | +4.7% | 1.22% | +10.1% |
| Q3 2022 | $7,951,000 | -73.8% | 282,668 | -70.7% | 1.11% | -67.1% |
| Q2 2022 | $30,359,000 | -13.5% | 965,322 | +1.0% | 3.38% | +0.8% |
| Q1 2022 | $35,094,000 | -2.8% | 955,717 | +2.9% | 3.35% | +3.7% |
| Q4 2021 | $36,100,000 | +8.9% | 928,742 | +8.4% | 3.23% | +3.3% |
| Q3 2021 | $33,158,000 | – | 856,807 | – | 3.13% | – |
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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% |