SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,628 | +5.8% | 10,325 | +11.1% | 0.02% | +5.9% |
| Q2 2023 | $331,270 | -14.6% | 9,292 | -16.6% | 0.02% | -22.7% |
| Q1 2023 | $387,745 | +2.7% | 11,142 | -5.0% | 0.02% | -8.3% |
| Q4 2022 | $377,634 | -6.1% | 11,724 | -18.0% | 0.02% | -22.6% |
| Q3 2022 | $402,000 | +83.6% | 14,300 | +105.6% | 0.03% | +63.2% |
| Q2 2022 | $219,000 | -13.8% | 6,955 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $254,000 | -8.0% | 6,919 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $276,000 | +1.5% | 7,107 | +1.3% | 0.02% | -9.1% |
| Q3 2021 | $272,000 | -29.2% | 7,017 | -27.9% | 0.02% | -8.3% |
| Q2 2021 | $384,000 | +67.7% | 9,738 | +59.8% | 0.02% | +50.0% |
| Q1 2021 | $229,000 | +2.2% | 6,092 | -1.9% | 0.02% | -15.8% |
| Q4 2020 | $224,000 | -20.8% | 6,210 | -26.2% | 0.02% | -44.1% |
| Q4 2019 | $283,000 | – | 8,419 | +76436.4% | 0.03% | – |
| Q4 2016 | $0 | – | 11 | – | 0.00% | – |
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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% |