SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,643 | -10.9% | 16,811 | -2.5% | 0.40% | -9.0% |
| Q2 2023 | $630,595 | +5.9% | 17,239 | +2.4% | 0.44% | -2.6% |
| Q1 2023 | $595,258 | +1.7% | 16,834 | -0.2% | 0.45% | +0.7% |
| Q4 2022 | $585,374 | -6.3% | 16,865 | -24.0% | 0.45% | -17.4% |
| Q3 2022 | $625,000 | -11.3% | 22,204 | -2.9% | 0.55% | -5.2% |
| Q2 2022 | $705,000 | -3.7% | 22,875 | +6.6% | 0.58% | 0.0% |
| Q1 2022 | $732,000 | -18.5% | 21,452 | -9.3% | 0.58% | -14.9% |
| Q4 2021 | $898,000 | – | 23,660 | – | 0.68% | – |
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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% |