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 2022 | $16,521,000 | +3052.9% | 587,309 | +3421.9% | 5.54% | +2785.9% |
| Q2 2022 | $524,000 | -21.4% | 16,676 | -2.9% | 0.19% | -23.2% |
| Q4 2021 | $667,000 | -92.7% | 17,171 | +5821.0% | 0.25% | +4066.7% |
| Q3 2020 | $9,106,000 | +4135.3% | 290 | -96.5% | 0.01% | -98.3% |
| Q1 2020 | $215,000 | -12.2% | 8,331 | +14.3% | 0.35% | +54.4% |
| Q4 2019 | $245,000 | +2.5% | 7,286 | -2.8% | 0.23% | +5.1% |
| Q3 2019 | $239,000 | 0.0% | 7,496 | 0.0% | 0.22% | +10.2% |
| Q2 2019 | $239,000 | +16.6% | 7,496 | +14.6% | 0.20% | +15.2% |
| Q1 2019 | $205,000 | -94.5% | 6,541 | -95.0% | 0.17% | -94.9% |
| Q4 2018 | $3,714,000 | – | 131,024 | – | 3.34% | – |
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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% |