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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $19,330,000 | -7.2% | 526,403 | -1.7% | 11.99% | -13.4% |
| Q4 2021 | $20,820,000 | -12.2% | 535,610 | -12.6% | 13.84% | -12.5% |
| Q3 2021 | $23,718,000 | -1.9% | 612,866 | -0.0% | 15.81% | -1.9% |
| Q2 2021 | $24,178,000 | +23.5% | 612,889 | +17.8% | 16.12% | +3.4% |
| Q1 2021 | $19,575,000 | -9.6% | 520,347 | -13.5% | 15.59% | -7.3% |
| Q4 2020 | $21,659,000 | +15.5% | 601,477 | +0.7% | 16.82% | +5.8% |
| Q3 2020 | $18,758,000 | +7.3% | 597,378 | +1.6% | 15.90% | -0.7% |
| Q2 2020 | $17,486,000 | +19.9% | 587,750 | +4.2% | 16.01% | +26.7% |
| Q1 2020 | $14,578,000 | -17.0% | 564,159 | +8.1% | 12.64% | -24.1% |
| Q4 2019 | $17,556,000 | – | 522,039 | – | 16.64% | – |
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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% |