SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,997,871 | -6.8% | 87,734 | -3.0% | 6.96% | -3.6% |
| Q2 2023 | $3,215,589 | -2.6% | 90,478 | -2.4% | 7.23% | -2.8% |
| Q1 2023 | $3,300,834 | +4.7% | 92,694 | -5.3% | 7.44% | +9.5% |
| Q4 2022 | $3,152,199 | +24.2% | 97,864 | +8.5% | 6.79% | +14.5% |
| Q3 2022 | $2,538,000 | -14.9% | 90,221 | -4.8% | 5.94% | -14.4% |
| Q2 2022 | $2,981,000 | -12.3% | 94,794 | +2.4% | 6.93% | -1.5% |
| Q1 2022 | $3,398,000 | -2.6% | 92,533 | +3.1% | 7.04% | +2.3% |
| Q4 2021 | $3,488,000 | +1.7% | 89,742 | +1.3% | 6.88% | -20.6% |
| Q3 2021 | $3,430,000 | -0.1% | 88,623 | +1.8% | 8.66% | -3.0% |
| Q2 2021 | $3,434,000 | – | 87,051 | – | 8.93% | – |
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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% |