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 | $3,422,747 | +5.3% | 100,788 | +10.6% | 0.91% | +8.2% |
| Q2 2023 | $3,248,964 | -31.6% | 91,135 | -33.2% | 0.84% | -30.9% |
| Q1 2023 | $4,746,774 | +6.9% | 136,402 | -1.0% | 1.22% | -4.3% |
| Q4 2022 | $4,439,345 | -5.7% | 137,825 | -17.7% | 1.27% | -22.9% |
| Q3 2022 | $4,709,000 | +32.7% | 167,402 | +48.4% | 1.65% | +33.2% |
| Q2 2022 | $3,549,000 | +149.2% | 112,840 | +191.0% | 1.24% | +194.1% |
| Q1 2022 | $1,424,000 | -42.6% | 38,782 | -39.3% | 0.42% | -50.4% |
| Q4 2021 | $2,482,000 | – | 63,865 | – | 0.85% | – |
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% |