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 | $11,251,595 | -7.6% | 331,319 | -5.3% | 10.58% | -13.6% |
| Q1 2023 | $12,172,380 | -0.6% | 349,781 | -8.0% | 12.24% | -5.8% |
| Q4 2022 | $12,248,358 | +9.2% | 380,266 | -4.6% | 12.99% | -0.0% |
| Q3 2022 | $11,217,000 | -25.6% | 398,750 | -16.8% | 13.00% | -23.1% |
| Q2 2022 | $15,081,000 | -7.6% | 479,538 | +3.0% | 16.90% | +0.5% |
| Q1 2022 | $16,330,000 | -10.6% | 465,436 | -1.0% | 16.81% | -3.6% |
| Q4 2021 | $18,270,000 | – | 470,022 | – | 17.44% | – |
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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% |