SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,032 | -13.0% | 13,222 | -8.7% | 0.31% | -13.7% |
| Q2 2023 | $516,264 | +10.6% | 14,481 | +8.0% | 0.36% | +6.4% |
| Q1 2023 | $466,748 | +22.5% | 13,412 | +13.4% | 0.34% | +14.8% |
| Q4 2022 | $381,003 | +13.4% | 11,829 | -1.0% | 0.30% | +8.4% |
| Q3 2022 | $336,000 | -4.3% | 11,944 | +7.1% | 0.28% | +2.2% |
| Q2 2022 | $351,000 | +29.0% | 11,147 | +50.4% | 0.27% | +49.4% |
| Q1 2022 | $272,000 | +128.6% | 7,411 | +141.4% | 0.18% | +143.2% |
| Q3 2021 | $119,000 | +38.4% | 3,070 | +40.6% | 0.07% | +42.3% |
| Q2 2021 | $86,000 | +207.1% | 2,183 | +186.1% | 0.05% | +173.7% |
| Q1 2021 | $28,000 | – | 763 | – | 0.02% | – |
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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% |