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 | $313,111 | -23.9% | 9,220 | -20.1% | 0.14% | -23.3% |
| Q2 2023 | $411,187 | -0.6% | 11,534 | -2.9% | 0.18% | -13.7% |
| Q1 2023 | $413,563 | +18.0% | 11,884 | +9.2% | 0.20% | +4.1% |
| Q4 2022 | $350,477 | +8.5% | 10,881 | -5.3% | 0.20% | -8.0% |
| Q3 2022 | $323,000 | +12.5% | 11,491 | +25.9% | 0.21% | +10.4% |
| Q2 2022 | $287,000 | -43.1% | 9,128 | -33.6% | 0.19% | -50.9% |
| Q1 2022 | $504,000 | +13.0% | 13,739 | +19.8% | 0.39% | +40.4% |
| Q4 2021 | $446,000 | – | 11,473 | – | 0.28% | – |
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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% |