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 | $3,067,390 | +1.8% | 90,324 | +6.9% | 1.38% | -4.4% |
| Q2 2023 | $3,013,525 | -3.4% | 84,531 | -5.7% | 1.44% | -2.7% |
| Q1 2023 | $3,120,774 | +1.7% | 89,677 | -5.9% | 1.48% | +5.6% |
| Q4 2022 | $3,070,000 | +61.4% | 95,298 | +41.0% | 1.40% | +20.3% |
| Q3 2022 | $1,902,000 | -25.6% | 67,600 | -16.8% | 1.16% | -25.8% |
| Q2 2022 | $2,556,000 | +14.1% | 81,283 | +33.2% | 1.57% | +12.7% |
| Q1 2022 | $2,241,000 | – | 61,031 | – | 1.39% | – |
Download | ||||||
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% |