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 | $6,001,263 | -4.4% | 176,561 | +0.1% | 0.61% | -5.6% |
| Q2 2023 | $6,279,155 | +8.0% | 176,382 | +5.6% | 0.64% | -3.0% |
| Q1 2023 | $5,813,126 | +20.5% | 167,044 | +11.6% | 0.66% | +8.0% |
| Q4 2022 | $4,823,346 | +39.3% | 149,747 | +21.7% | 0.62% | +17.8% |
| Q3 2022 | $3,462,000 | +49.7% | 123,081 | +67.5% | 0.52% | +40.7% |
| Q2 2022 | $2,312,000 | +4.3% | 73,499 | +21.8% | 0.37% | -0.8% |
| Q1 2022 | $2,216,000 | +157.1% | 60,334 | +172.0% | 0.37% | +144.4% |
| Q4 2021 | $862,000 | +23.9% | 22,185 | +23.3% | 0.15% | -5.0% |
| Q3 2021 | $696,000 | -2.0% | 17,997 | 0.0% | 0.16% | -7.5% |
| Q2 2021 | $710,000 | +40.6% | 17,997 | +34.2% | 0.17% | +28.9% |
| Q1 2021 | $505,000 | +49.4% | 13,413 | +43.1% | 0.14% | +29.8% |
| Q4 2020 | $338,000 | +15.0% | 9,373 | 0.0% | 0.10% | -1.9% |
| Q3 2020 | $294,000 | +6.9% | 9,373 | +1.3% | 0.11% | 0.0% |
| Q2 2020 | $275,000 | +3.0% | 9,256 | -10.4% | 0.11% | -10.2% |
| Q1 2020 | $267,000 | -40.7% | 10,327 | -22.9% | 0.12% | -31.0% |
| Q4 2019 | $450,000 | +5.4% | 13,393 | 0.0% | 0.17% | -5.0% |
| Q3 2019 | $427,000 | -0.7% | 13,393 | 0.0% | 0.18% | 0.0% |
| Q2 2019 | $430,000 | -45.6% | 13,393 | -47.0% | 0.18% | -47.2% |
| Q1 2019 | $791,000 | +16.8% | 25,251 | +5.7% | 0.34% | +4.3% |
| Q4 2018 | $677,000 | – | 23,897 | – | 0.33% | – |
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% |