SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,610,702 | +3.5% | 165,215 | +8.7% | 3.79% | +1.0% |
| Q2 2023 | $5,419,407 | +0.4% | 152,017 | -2.0% | 3.75% | +4.0% |
| Q1 2023 | $5,397,759 | +59961.9% | 155,108 | +55494.3% | 3.60% | +51400.0% |
| Q4 2022 | $8,987 | -0.1% | 279 | -12.8% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 320 | 0.0% | 0.01% | -30.0% |
| Q2 2022 | $10,000 | -94.6% | 320 | -93.6% | 0.01% | -92.8% |
| Q1 2022 | $184,000 | -5.6% | 4,999 | -0.4% | 0.14% | -4.2% |
| Q4 2021 | $195,000 | +8.3% | 5,021 | +8.0% | 0.14% | +8.3% |
| Q3 2021 | $180,000 | -3.7% | 4,648 | -2.0% | 0.13% | -37.0% |
| Q2 2021 | $187,000 | +7.5% | 4,744 | +8.1% | 0.21% | +37.9% |
| Q1 2021 | $174,000 | – | 4,389 | – | 0.15% | – |
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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% |