SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,289 | +37.8% | 833 | +44.6% | 0.00% | 0.0% |
| Q2 2023 | $20,534 | +107.8% | 576 | +102.8% | 0.00% | +100.0% |
| Q1 2023 | $9,883 | +56.5% | 284 | +44.9% | 0.00% | 0.0% |
| Q4 2022 | $6,313 | -64.9% | 196 | -66.4% | 0.00% | -50.0% |
| Q2 2022 | $18,000 | -70.0% | 584 | -64.5% | 0.00% | -71.4% |
| Q1 2022 | $60,000 | +160.9% | 1,645 | +181.7% | 0.01% | +133.3% |
| Q4 2021 | $23,000 | 0.0% | 584 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 584 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -99.9% | 584 | -31.2% | 0.00% | -40.0% |
| Q1 2021 | $31,939,000 | +151990.5% | 849 | +45.4% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | +16.7% | 584 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 584 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 584 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | – | 584 | +1985.7% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 28 | -95.8% | 0.00% | -100.0% |
| Q4 2018 | $19,000 | -44.1% | 671 | -34.2% | 0.01% | -41.2% |
| Q3 2018 | $34,000 | +54.5% | 1,020 | +52.0% | 0.02% | +30.8% |
| Q2 2018 | $22,000 | – | 671 | – | 0.01% | – |
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% |