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 | $539,862 | -4.7% | 15,897 | 0.0% | 0.13% | +3.2% |
| Q2 2023 | $566,728 | +2.4% | 15,897 | 0.0% | 0.12% | +5.9% |
| Q1 2023 | $553,216 | +40.8% | 15,897 | +30.3% | 0.12% | +43.9% |
| Q4 2022 | $392,833 | +14.5% | 12,196 | 0.0% | 0.08% | -5.7% |
| Q3 2022 | $343,000 | -10.7% | 12,196 | 0.0% | 0.09% | -3.3% |
| Q2 2022 | $384,000 | -14.3% | 12,196 | 0.0% | 0.09% | -4.3% |
| Q1 2022 | $448,000 | -5.5% | 12,196 | 0.0% | 0.09% | -2.1% |
| Q4 2021 | $474,000 | +0.4% | 12,196 | 0.0% | 0.10% | -6.8% |
| Q3 2021 | $472,000 | -6.7% | 12,196 | -4.9% | 0.10% | -4.6% |
| Q2 2021 | $506,000 | -4.9% | 12,830 | -9.3% | 0.11% | -21.7% |
| Q1 2021 | $532,000 | +4.5% | 14,141 | 0.0% | 0.14% | +2.2% |
| Q4 2020 | $509,000 | +14.6% | 14,141 | 0.0% | 0.14% | -2.9% |
| Q3 2020 | $444,000 | +5.5% | 14,141 | 0.0% | 0.14% | 0.0% |
| Q2 2020 | $421,000 | – | 14,141 | – | 0.14% | – |
Download | ||||||
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% |