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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,767 | +8.8% | 108,245 | +0.7% | 1.54% | +0.3% |
| Q4 2022 | $3,461 | -99.9% | 107,447 | +4.1% | 1.54% | +11.5% |
| Q3 2022 | $2,902,000 | -4.9% | 103,167 | +6.3% | 1.38% | -1.2% |
| Q2 2022 | $3,052,000 | -13.6% | 97,053 | +0.9% | 1.40% | -3.2% |
| Q1 2022 | $3,532,000 | +0.8% | 96,188 | +6.7% | 1.44% | +5.8% |
| Q4 2021 | $3,505,000 | +0.5% | 90,177 | +0.0% | 1.36% | -6.1% |
| Q3 2021 | $3,489,000 | -5.9% | 90,161 | -4.1% | 1.45% | -9.5% |
| Q2 2021 | $3,708,000 | +5.4% | 93,998 | +0.5% | 1.61% | -16.5% |
| Q1 2021 | $3,517,000 | +4.7% | 93,500 | +0.2% | 1.92% | -3.7% |
| Q4 2020 | $3,360,000 | +15.2% | 93,312 | +0.4% | 2.00% | +1.5% |
| Q3 2020 | $2,917,000 | +0.7% | 92,908 | -4.6% | 1.97% | -9.7% |
| Q2 2020 | $2,898,000 | +30.0% | 97,403 | +12.9% | 2.18% | +12.0% |
| Q1 2020 | $2,230,000 | -33.6% | 86,284 | -13.6% | 1.95% | -29.8% |
| Q4 2019 | $3,360,000 | +9.2% | 99,921 | +3.5% | 2.77% | +1.6% |
| Q3 2019 | $3,076,000 | +2.5% | 96,550 | +3.2% | 2.73% | -1.4% |
| Q2 2019 | $3,001,000 | -2.3% | 93,515 | -4.7% | 2.77% | -7.8% |
| Q1 2019 | $3,073,000 | – | 98,150 | – | 3.00% | – |
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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% |