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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $804,000 | -93.2% | 20,591 | -93.2% | 0.36% | -94.2% |
| Q3 2021 | $11,789,000 | -44.2% | 304,236 | -43.9% | 6.24% | -36.0% |
| Q2 2021 | $21,136,000 | +961.6% | 541,953 | +954.2% | 9.75% | +876.4% |
| Q1 2021 | $1,991,000 | +225.3% | 51,407 | +211.1% | 1.00% | +170.7% |
| Q4 2020 | $612,000 | -94.2% | 16,523 | -95.0% | 0.37% | -96.0% |
| Q3 2019 | $10,541,000 | -22.5% | 330,839 | -25.2% | 9.32% | -27.1% |
| Q2 2019 | $13,603,000 | +6.1% | 442,523 | +8.1% | 12.77% | -7.4% |
| Q1 2019 | $12,818,000 | +31.9% | 409,391 | +19.4% | 13.79% | +2.1% |
| Q4 2018 | $9,718,000 | -14.2% | 342,796 | +1.5% | 13.51% | +23.4% |
| Q3 2018 | $11,320,000 | -49.2% | 337,615 | -49.9% | 10.95% | -49.6% |
| Q2 2018 | $22,278,000 | +0.0% | 674,064 | +2.0% | 21.75% | -10.0% |
| Q1 2018 | $22,268,000 | +2.3% | 660,578 | +3.4% | 24.16% | +15.0% |
| Q4 2017 | $21,770,000 | +15.3% | 638,975 | +13.3% | 21.00% | +25.3% |
| Q3 2017 | $18,873,000 | +6.6% | 563,878 | +1.2% | 16.76% | -3.3% |
| Q2 2017 | $17,709,000 | – | 557,233 | – | 17.34% | – |
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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% |