SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,173,567 | -42.0% | 270,129 | -39.1% | 2.58% | +17.0% |
| Q2 2023 | $15,804,060 | +160.6% | 443,312 | +135.5% | 2.20% | +20.1% |
| Q1 2023 | $6,064,285 | 0.0% | 188,273 | 0.0% | 1.83% | 0.0% |
| Q4 2022 | $6,064,285 | +15.5% | 188,273 | +0.8% | 1.83% | +6.0% |
| Q3 2022 | $5,252,000 | -12.6% | 186,703 | -2.3% | 1.73% | -7.1% |
| Q2 2022 | $6,011,000 | -57.0% | 191,133 | -49.8% | 1.86% | -1.7% |
| Q1 2022 | $13,984,000 | +100.1% | 380,804 | +111.8% | 1.90% | +1.4% |
| Q4 2021 | $6,987,000 | +5.8% | 179,761 | +5.4% | 1.87% | +2.1% |
| Q3 2021 | $6,602,000 | – | 170,583 | – | 1.83% | – |
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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% |