SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,670,921 | -1.0% | 78,649 | +3.9% | 0.27% | -4.3% |
| Q2 2023 | $2,697,458 | +11.2% | 75,665 | +0.5% | 0.28% | +6.5% |
| Q1 2023 | $2,425,961 | 0.0% | 75,317 | 0.0% | 0.26% | -0.8% |
| Q4 2022 | $2,425,961 | +13.9% | 75,317 | -0.5% | 0.26% | +5.6% |
| Q3 2022 | $2,129,000 | -1.6% | 75,667 | +10.0% | 0.25% | +5.5% |
| Q2 2022 | $2,163,000 | -13.9% | 68,778 | +0.6% | 0.24% | -1.3% |
| Q1 2022 | $2,511,000 | -3.8% | 68,378 | +1.8% | 0.24% | +1.3% |
| Q4 2021 | $2,610,000 | +0.4% | 67,156 | 0.0% | 0.24% | -6.3% |
| Q3 2021 | $2,599,000 | -0.6% | 67,156 | +1.3% | 0.25% | +0.8% |
| Q2 2021 | $2,614,000 | +5.4% | 66,266 | +0.5% | 0.25% | +33.0% |
| Q1 2021 | $2,480,000 | +4.5% | 65,921 | 0.0% | 0.19% | -32.1% |
| Q4 2020 | $2,374,000 | – | 65,921 | – | 0.28% | – |
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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% |