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 | $1,490,232 | +18.8% | 43,882 | +24.7% | 0.48% | +6.4% |
| Q2 2023 | $1,254,060 | -77.2% | 35,177 | -77.7% | 0.45% | -64.1% |
| Q1 2023 | $5,491,858 | +14.3% | 157,812 | +5.8% | 1.26% | +23.4% |
| Q4 2022 | $4,804,283 | +374.7% | 149,155 | +314.7% | 1.02% | +268.5% |
| Q3 2022 | $1,012,000 | -2.9% | 35,970 | +8.5% | 0.28% | -1.8% |
| Q2 2022 | $1,042,000 | -33.8% | 33,143 | -22.7% | 0.28% | -30.6% |
| Q1 2022 | $1,574,000 | -99.9% | 42,872 | -4.8% | 0.40% | -6.0% |
| Q4 2021 | $1,750,049,000 | +98162.2% | 45,021 | -2.1% | 0.43% | -51.5% |
| Q3 2021 | $1,781,000 | -19.5% | 46,010 | -18.0% | 0.89% | -49.8% |
| Q2 2021 | $2,213,000 | +2.8% | 56,089 | -2.0% | 1.77% | +5.6% |
| Q1 2021 | $2,153,000 | -14.5% | 57,220 | +81642.9% | 1.68% | -17.8% |
| Q4 2020 | $2,519,000 | 0.0% | 70 | -99.9% | 2.04% | +2.5% |
| Q3 2020 | $2,519,000 | -7.0% | 69,944 | -23.2% | 1.99% | +15.2% |
| Q2 2020 | $2,710,000 | +102.7% | 91,098 | +76.0% | 1.73% | +27.1% |
| Q1 2020 | $1,337,000 | -72.1% | 51,753 | -63.6% | 1.36% | -64.3% |
| Q4 2019 | $4,786,000 | – | 142,319 | – | 3.80% | – |
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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% |