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 | $6,407,866 | +36.4% | 188,688 | +43.2% | 3.94% | +30.8% |
| Q2 2023 | $4,696,625 | +258.7% | 131,742 | +253.3% | 3.01% | +218.7% |
| Q1 2023 | $1,309,511 | +10.2% | 37,292 | +1.1% | 0.94% | +0.4% |
| Q4 2022 | $1,187,859 | -87.8% | 36,879 | -85.3% | 0.94% | -83.5% |
| Q4 2021 | $9,756,965 | +1.9% | 251,015 | +1.5% | 5.71% | -7.5% |
| Q3 2021 | $9,573,923 | – | 247,388 | – | 6.17% | – |
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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% |