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 | $3,544,474 | -10.3% | 104,372 | -5.8% | 3.69% | -16.1% |
| Q2 2023 | $3,951,660 | +4.4% | 110,846 | +1.9% | 4.39% | +2.2% |
| Q1 2023 | $3,784,326 | +2.4% | 108,745 | -5.2% | 4.30% | -1.6% |
| Q4 2022 | $3,695,550 | +20.4% | 114,733 | +7.5% | 4.37% | +9.5% |
| Q3 2022 | $3,070,000 | -22.7% | 106,747 | -15.5% | 3.99% | -13.3% |
| Q2 2022 | $3,974,000 | +0.0% | 126,363 | +17.7% | 4.60% | +11.8% |
| Q1 2022 | $3,973,000 | -15.8% | 107,321 | -10.8% | 4.12% | -12.6% |
| Q4 2021 | $4,719,000 | – | 120,300 | – | 4.71% | – |
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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% |