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 | $213,904 | -4.7% | 6,299 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $224,549 | +4.2% | 6,299 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $215,538 | +615722.9% | 6,194 | +465.7% | 0.01% | +300.0% |
| Q4 2022 | $35 | -99.9% | 1,095 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | -87.6% | 998 | -86.1% | 0.00% | -77.8% |
| Q2 2022 | $225,000 | -75.5% | 7,165 | -71.4% | 0.01% | -64.0% |
| Q1 2022 | $919,000 | +50.2% | 25,014 | +58.8% | 0.02% | +78.6% |
| Q4 2021 | $612,000 | +24.6% | 15,756 | +24.2% | 0.01% | +7.7% |
| Q3 2021 | $491,000 | -6.7% | 12,691 | -4.8% | 0.01% | -7.1% |
| Q2 2021 | $526,000 | +27.7% | 13,329 | +21.7% | 0.01% | +27.3% |
| Q1 2021 | $412,000 | – | 10,950 | – | 0.01% | – |
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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% |