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 | $1,062,914 | +11.6% | 31,299 | +17.1% | 0.26% | +13.0% |
| Q2 2023 | $952,535 | +12.5% | 26,719 | +9.8% | 0.23% | +3.6% |
| Q1 2023 | $846,806 | +25.7% | 24,333 | +16.4% | 0.22% | +5.7% |
| Q4 2022 | $673,424 | +161.0% | 20,907 | +128.2% | 0.21% | +117.5% |
| Q3 2022 | $258,000 | -50.7% | 9,162 | -44.9% | 0.10% | -52.2% |
| Q2 2022 | $523,000 | -12.1% | 16,633 | +2.6% | 0.20% | -9.4% |
| Q1 2022 | $595,000 | +26.9% | 16,204 | +34.2% | 0.22% | +76.4% |
| Q4 2021 | $469,000 | – | 12,072 | – | 0.13% | – |
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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% |