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 | $999,200 | -12.5% | 29,242 | -9.0% | 0.24% | -7.6% |
Q2 2023 | $1,141,831 | +123.4% | 32,128 | +123.9% | 0.26% | +126.7% |
Q1 2023 | $511,005 | +13696.0% | 14,350 | +12378.3% | 0.12% | +11500.0% |
Q4 2022 | $3,704 | +23.5% | 115 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $3,000 | -66.7% | 115 | -56.3% | 0.00% | -50.0% |
Q2 2022 | $9,000 | 0.0% | 263 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $9,000 | -10.0% | 263 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $10,000 | -95.7% | 263 | -95.6% | 0.00% | -95.6% |
Q3 2021 | $230,000 | -10.9% | 5,934 | -9.1% | 0.04% | -11.8% |
Q2 2021 | $258,000 | – | 6,531 | +59272.7% | 0.05% | – |
Q4 2019 | $0 | – | 11 | – | 0.00% | – |
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% |