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 | $1,456,035 | -3.7% | 42,875 | +1.1% | 4.66% | -15.8% |
| Q2 2023 | $1,512,487 | +8.7% | 42,426 | +6.1% | 5.54% | -2.2% |
| Q1 2023 | $1,391,756 | +10.1% | 39,993 | +1.9% | 5.66% | -7.2% |
| Q4 2022 | $1,263,792 | +27.1% | 39,236 | +11.0% | 6.10% | +9.0% |
| Q3 2022 | $994,000 | -10.6% | 35,346 | -0.1% | 5.59% | -0.6% |
| Q2 2022 | $1,112,000 | -12.2% | 35,371 | +2.6% | 5.63% | -1.4% |
| Q1 2022 | $1,266,000 | +1.1% | 34,484 | +7.0% | 5.71% | -7.4% |
| Q4 2021 | $1,252,000 | +26.5% | 32,216 | +26.0% | 6.17% | +4.7% |
| Q3 2021 | $990,000 | +8.0% | 25,573 | +10.0% | 5.89% | -14.7% |
| Q2 2021 | $917,000 | +27.2% | 23,251 | +21.4% | 6.90% | -17.7% |
| Q1 2021 | $721,000 | +48.4% | 19,156 | +41.8% | 8.38% | -22.9% |
| Q4 2020 | $486,000 | – | 13,509 | – | 10.87% | – |
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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% |