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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,568,468 | +79.9% | 96,549 | +65.3% | 0.49% | +85.0% |
| Q3 2023 | $1,984,065 | +507.2% | 58,424 | +537.5% | 0.27% | +468.1% |
| Q2 2023 | $326,730 | -1.3% | 9,165 | -3.7% | 0.05% | -9.6% |
| Q1 2023 | $331,085 | +5.3% | 9,514 | -2.5% | 0.05% | -5.5% |
| Q4 2022 | $314,337 | +7.6% | 9,759 | -5.9% | 0.06% | -24.7% |
| Q3 2022 | $292,000 | -14.1% | 10,372 | -4.1% | 0.07% | -24.0% |
| Q2 2022 | $340,000 | -14.1% | 10,817 | +0.3% | 0.10% | -3.0% |
| Q1 2022 | $396,000 | +23.4% | 10,789 | +30.7% | 0.10% | +17.9% |
| Q4 2021 | $321,000 | – | 8,253 | – | 0.08% | – |
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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% |