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 | $8,262,927 | -1.5% | 243,313 | +0.9% | 7.72% | -7.5% |
| Q2 2023 | $8,391,781 | +1.9% | 241,143 | +1.9% | 8.34% | -0.9% |
| Q1 2023 | $8,236,823 | +7.9% | 236,690 | -0.2% | 8.41% | +2.2% |
| Q4 2022 | $7,635,294 | +14.6% | 237,047 | +2.2% | 8.23% | +5.2% |
| Q3 2022 | $6,660,000 | -8.3% | 231,986 | -0.1% | 7.83% | +10.3% |
| Q2 2022 | $7,262,000 | -12.7% | 232,281 | +2.6% | 7.09% | +2.5% |
| Q1 2022 | $8,314,000 | +3578.8% | 226,412 | +0.2% | 6.92% | +3326.2% |
| Q4 2021 | $226,000 | -97.4% | 225,929 | +0.5% | 0.20% | -97.2% |
| Q3 2021 | $8,698,000 | -3.1% | 224,750 | -1.2% | 7.24% | -2.4% |
| Q2 2021 | $8,973,000 | +7.7% | 227,452 | +2.8% | 7.42% | -3.7% |
| Q1 2021 | $8,334,000 | -3.4% | 221,225 | -7.6% | 7.70% | -9.3% |
| Q4 2020 | $8,624,000 | – | 239,484 | – | 8.50% | – |
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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% |