SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $257,989 | -74.6% | 7,660 | -73.9% | 0.10% | -77.6% |
| Q3 2022 | $1,017,000 | +59.4% | 29,398 | +44.5% | 0.42% | +22.2% |
| Q2 2022 | $638,000 | -30.1% | 20,348 | -18.2% | 0.35% | -15.2% |
| Q1 2022 | $913,000 | +155.0% | 24,862 | +171.2% | 0.41% | +39.6% |
| Q4 2021 | $358,000 | 0.0% | 9,168 | 0.0% | 0.29% | -6.1% |
| Q3 2021 | $358,000 | +36.6% | 9,168 | +38.3% | 0.31% | +35.7% |
| Q2 2021 | $262,000 | – | 6,630 | – | 0.23% | – |
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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% |