SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166 | -4.0% | 4,902 | +0.7% | 0.12% | -1.6% |
| Q2 2023 | $173 | +2.4% | 4,866 | -0.2% | 0.12% | +0.8% |
| Q1 2023 | $169 | -20.7% | 4,877 | -26.4% | 0.12% | -27.1% |
| Q4 2022 | $213 | -99.8% | 6,629 | +42.8% | 0.17% | +46.9% |
| Q3 2022 | $130,000 | -49.8% | 4,643 | -43.7% | 0.11% | -46.4% |
| Q2 2022 | $259,000 | +10.2% | 8,252 | +28.5% | 0.21% | +21.3% |
| Q1 2022 | $235,000 | +23400.0% | 6,422 | +18788.2% | 0.17% | +17300.0% |
| Q4 2021 | $1,000 | – | 34 | – | 0.00% | – |
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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% |