SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $732,789 | -4.6% | 21,578 | +0.2% | 0.77% | +2.0% |
Q2 2023 | $767,936 | +1.1% | 21,541 | -1.3% | 0.76% | -3.6% |
Q1 2023 | $759,406 | +8.8% | 21,822 | +0.7% | 0.79% | +4.4% |
Q4 2022 | $698,147 | +19.1% | 21,675 | +4.3% | 0.75% | -67.3% |
Q3 2022 | $586,000 | -10.7% | 20,780 | -0.4% | 2.30% | +212.8% |
Q2 2022 | $656,000 | -9.9% | 20,858 | +5.1% | 0.74% | +11.2% |
Q1 2022 | $728,000 | -5.2% | 19,844 | +0.7% | 0.66% | +2.0% |
Q4 2021 | $768,000 | – | 19,704 | – | 0.65% | – |
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% |