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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,261,291 | -7.2% | 37,141 | -2.6% | 0.02% | -8.0% |
Q2 2023 | $1,359,249 | +8.8% | 38,128 | +6.2% | 0.02% | -10.7% |
Q1 2023 | $1,249,525 | -5.2% | 35,906 | -12.2% | 0.03% | -15.2% |
Q4 2022 | $1,317,547 | +49.2% | 40,905 | +30.3% | 0.03% | +32.0% |
Q3 2022 | $883,000 | -14.4% | 31,397 | -4.3% | 0.02% | -13.8% |
Q2 2022 | $1,032,000 | +348.7% | 32,805 | +424.0% | 0.03% | +383.3% |
Q1 2022 | $230,000 | – | 6,261 | – | 0.01% | – |
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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% |