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 | $88,907 | -4.7% | 2,618 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $93,332 | +2.4% | 2,618 | 0.0% | 0.03% | +8.3% |
| Q1 2023 | $91,106 | +8.0% | 2,618 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $84,326 | +14.0% | 2,618 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $74,000 | +393.3% | 2,618 | +450.0% | 0.02% | +360.0% |
| Q2 2022 | $15,000 | -11.8% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -10.5% | 476 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $19,000 | +5.6% | 476 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | -5.3% | 476 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $19,000 | +5.6% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 476 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $17,000 | +13.3% | 476 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 476 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $14,000 | +16.7% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 476 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $16,000 | +6.7% | 476 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $15,000 | 0.0% | 476 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $15,000 | 0.0% | 476 | 0.0% | 0.01% | -30.8% |
| Q1 2019 | $15,000 | +36.4% | 476 | +26.6% | 0.01% | +8.3% |
| Q4 2018 | $11,000 | – | 376 | – | 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% |