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 | $1,070,816 | -7.4% | 31,532 | -2.8% | 0.45% | -6.6% |
| Q2 2023 | $1,156,588 | +3.8% | 32,443 | +1.3% | 0.48% | -2.2% |
| Q1 2023 | $1,114,641 | +9.8% | 32,030 | +1.6% | 0.49% | -1.4% |
| Q4 2022 | $1,015,190 | -66.2% | 31,518 | -70.5% | 0.50% | -67.1% |
| Q3 2022 | $3,001,578 | +98.3% | 106,704 | +121.7% | 1.52% | +100.8% |
| Q2 2022 | $1,513,377 | -11.2% | 48,120 | +3.7% | 0.76% | -16.5% |
| Q1 2022 | $1,704,381 | +8.0% | 46,416 | +14.3% | 0.91% | -33.0% |
| Q4 2021 | $1,578,181 | +4.9% | 40,602 | +4.4% | 1.36% | -8.8% |
| Q3 2021 | $1,504,719 | -2.9% | 38,882 | -1.0% | 1.49% | -8.8% |
| Q2 2021 | $1,550,105 | – | 39,293 | – | 1.63% | – |
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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% |