SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,919 | -4.7% | 10,775 | 0.0% | 0.32% | +0.3% |
| Q2 2023 | $384,129 | +2.4% | 10,775 | 0.0% | 0.32% | -8.3% |
| Q1 2023 | $374,970 | -37.2% | 10,775 | -41.9% | 0.35% | -40.6% |
| Q4 2022 | $597,077 | +14.6% | 18,537 | 0.0% | 0.59% | +7.7% |
| Q3 2022 | $521,000 | -10.5% | 18,537 | 0.0% | 0.55% | -5.2% |
| Q2 2022 | $582,000 | +34.4% | 18,537 | +56.9% | 0.58% | +44.0% |
| Q1 2022 | $433,000 | -5.7% | 11,814 | 0.0% | 0.40% | -1.2% |
| Q4 2021 | $459,000 | – | 11,814 | – | 0.40% | – |
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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% |