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 | $25,940,193 | -1.4% | 763,759 | +3.5% | 18.83% | -1.7% |
| Q2 2023 | $26,303,449 | -47.4% | 737,933 | -48.7% | 19.17% | -2.4% |
| Q1 2023 | $50,051,076 | +120.9% | 1,438,268 | +104.5% | 19.65% | +1.4% |
| Q4 2022 | $22,659,644 | -20.2% | 703,473 | -30.3% | 19.38% | -29.4% |
| Q3 2022 | $28,397,000 | -3.1% | 1,009,227 | +8.3% | 27.46% | +0.5% |
| Q2 2022 | $29,314,000 | -15.0% | 932,097 | -0.7% | 27.32% | +0.5% |
| Q1 2022 | $34,475,000 | +4.3% | 938,882 | +10.4% | 27.19% | +6.7% |
| Q4 2021 | $33,050,000 | – | 850,286 | – | 25.49% | – |
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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% |