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 | $648,877 | -97.8% | 19,107 | -97.7% | 0.05% | -97.6% |
| Q2 2023 | $29,870,571 | -0.3% | 837,884 | +0.0% | 2.07% | -0.3% |
| Q1 2023 | $29,957,237 | -3.0% | 837,730 | -12.6% | 2.08% | -27.6% |
| Q4 2022 | $30,890,676 | +31.0% | 959,040 | +14.4% | 2.87% | +44.3% |
| Q3 2022 | $23,577,000 | -11.4% | 838,139 | -0.9% | 1.99% | -6.7% |
| Q2 2022 | $26,608,000 | +8.7% | 846,051 | +26.9% | 2.13% | +29.7% |
| Q1 2022 | $24,479,000 | – | 666,642 | – | 1.64% | – |
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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% |