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 | $5,140,678 | +70.5% | 151,374 | +78.9% | 0.32% | +24.0% |
Q2 2023 | $3,015,816 | +2.4% | 84,595 | -0.1% | 0.25% | -1.2% |
Q1 2023 | $2,946,280 | +10.6% | 84,663 | +2.4% | 0.26% | -1.5% |
Q4 2022 | $2,663,250 | +15.5% | 82,684 | +0.9% | 0.26% | +5.2% |
Q3 2022 | $2,305,000 | -40.4% | 81,940 | -33.4% | 0.25% | -21.5% |
Q2 2022 | $3,867,000 | +354.9% | 122,948 | +431.0% | 0.32% | +239.8% |
Q1 2022 | $850,000 | +7.5% | 23,152 | +13.7% | 0.09% | +10.7% |
Q4 2021 | $791,000 | +1.0% | 20,361 | +0.6% | 0.08% | -13.4% |
Q3 2021 | $783,000 | -1.1% | 20,232 | +0.8% | 0.10% | -4.0% |
Q2 2021 | $792,000 | +4.3% | 20,070 | -0.5% | 0.10% | -8.2% |
Q1 2021 | $759,000 | 0.0% | 20,171 | -4.4% | 0.11% | -8.3% |
Q4 2020 | $759,000 | +17.1% | 21,100 | +2.2% | 0.12% | -24.5% |
Q3 2020 | $648,000 | +8.7% | 20,639 | +3.0% | 0.16% | -20.1% |
Q2 2020 | $596,000 | +22.4% | 20,040 | +6.3% | 0.20% | -7.9% |
Q1 2020 | $487,000 | -36.6% | 18,848 | -17.6% | 0.22% | -41.5% |
Q4 2019 | $768,000 | +5.9% | 22,861 | +0.4% | 0.37% | +8.2% |
Q3 2019 | $725,000 | -89.9% | 22,766 | +1.4% | 0.34% | +16.8% |
Q2 2019 | $7,208,000 | +969.4% | 22,459 | +4.3% | 0.29% | -4.9% |
Q1 2019 | $674,000 | +1.8% | 21,530 | -7.8% | 0.31% | -21.3% |
Q4 2018 | $662,000 | +70.2% | 23,363 | +101.5% | 0.39% | +133.5% |
Q3 2018 | $389,000 | -45.3% | 11,592 | -46.1% | 0.17% | -50.1% |
Q2 2018 | $711,000 | +4.6% | 21,516 | +6.6% | 0.34% | -1.2% |
Q1 2018 | $680,000 | +0.1% | 20,182 | +1.9% | 0.34% | -18.9% |
Q4 2017 | $679,000 | -0.3% | 19,808 | -2.7% | 0.42% | -3.2% |
Q3 2017 | $681,000 | +8.1% | 20,357 | +2.6% | 0.43% | +8.3% |
Q2 2017 | $630,000 | -4.1% | 19,837 | -9.9% | 0.40% | +1.3% |
Q1 2017 | $657,000 | +184.4% | 22,006 | +164.1% | 0.39% | +115.3% |
Q4 2016 | $231,000 | – | 8,333 | – | 0.18% | – |
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% |