SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,026,000 | -15.1% | 36,232 | -3.0% | 1.95% | -6.1% |
| Q2 2022 | $1,208,000 | -23.6% | 37,365 | -11.5% | 2.08% | +63.9% |
| Q1 2022 | $1,581,000 | +2.1% | 42,203 | +6.2% | 1.27% | +8.7% |
| Q4 2021 | $1,548,000 | -3.0% | 39,744 | -2.1% | 1.16% | -11.9% |
| Q3 2021 | $1,596,000 | -0.2% | 40,593 | +1.4% | 1.32% | +10.9% |
| Q2 2021 | $1,599,000 | +17.4% | 40,044 | +33.5% | 1.19% | +11.7% |
| Q1 2021 | $1,362,000 | +8.2% | 29,994 | -14.0% | 1.07% | +6.0% |
| Q4 2020 | $1,259,000 | – | 34,891 | – | 1.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
| Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
| TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
| ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
| Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
| Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
| FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
| Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
| Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
| Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |