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 | $7,506 | -4.7% | 221 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,879 | -44.0% | 221 | -45.3% | 0.00% | -50.0% |
| Q1 2023 | $14,060 | -91.8% | 404 | -92.4% | 0.00% | -92.2% |
| Q4 2022 | $171,228 | -42.5% | 5,316 | -49.7% | 0.05% | -49.5% |
| Q3 2022 | $298,000 | -47.9% | 10,576 | -32.2% | 0.10% | -42.3% |
| Q1 2022 | $572,000 | -7.7% | 15,590 | -2.3% | 0.18% | -5.9% |
| Q4 2021 | $620,000 | – | 15,951 | – | 0.19% | – |
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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% |