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 | $239,962 | -4.6% | 7,066 | +0.2% | 0.05% | +2.0% |
| Q2 2023 | $251,404 | -18.1% | 7,052 | -20.1% | 0.05% | -23.1% |
| Q1 2023 | $307,006 | +8.0% | 8,822 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $284,157 | +35.3% | 8,822 | +18.1% | 0.06% | +23.1% |
| Q3 2022 | $210,000 | -17.3% | 7,472 | -7.4% | 0.05% | -14.8% |
| Q2 2022 | $254,000 | -13.0% | 8,072 | +1.6% | 0.06% | 0.0% |
| Q1 2022 | $292,000 | -4.9% | 7,942 | +0.5% | 0.06% | -3.2% |
| Q4 2021 | $307,000 | +16.7% | 7,902 | +16.3% | 0.06% | +8.6% |
| Q3 2021 | $263,000 | -47.2% | 6,793 | -46.2% | 0.06% | -45.8% |
| Q2 2021 | $498,000 | +3.3% | 12,628 | -1.4% | 0.11% | -8.5% |
| Q1 2021 | $482,000 | +3.9% | 12,805 | -0.6% | 0.12% | -3.3% |
| Q4 2020 | $464,000 | +14.9% | 12,880 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $404,000 | -21.6% | 12,880 | -25.6% | 0.12% | -28.4% |
| Q2 2020 | $515,000 | +17.6% | 17,310 | +2.1% | 0.17% | +2.4% |
| Q1 2020 | $438,000 | -27.0% | 16,958 | -4.9% | 0.16% | -12.7% |
| Q4 2019 | $600,000 | +4.7% | 17,840 | -0.8% | 0.19% | -3.6% |
| Q3 2019 | $573,000 | +13.9% | 17,990 | +14.7% | 0.20% | +10.7% |
| Q2 2019 | $503,000 | +14.1% | 15,686 | +11.4% | 0.18% | +9.3% |
| Q1 2019 | $441,000 | +9.7% | 14,082 | -0.7% | 0.16% | 0.0% |
| Q4 2018 | $402,000 | – | 14,188 | – | 0.16% | – |
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% |