SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,720 | -4.7% | 2,318 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $82,637 | -2.8% | 2,318 | -5.1% | 0.00% | 0.0% |
| Q1 2023 | $85,017 | +8.0% | 2,443 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $78,689 | -39.0% | 2,443 | -46.7% | 0.00% | -50.0% |
| Q3 2022 | $129,000 | -12.2% | 4,586 | -1.7% | 0.00% | -20.0% |
| Q2 2022 | $147,000 | +24.6% | 4,665 | +45.6% | 0.01% | +66.7% |
| Q1 2022 | $118,000 | -21.9% | 3,204 | -17.2% | 0.00% | -25.0% |
| Q4 2021 | $151,000 | +34.8% | 3,868 | +33.2% | 0.00% | 0.0% |
| Q3 2021 | $112,000 | +300.0% | 2,903 | +312.4% | 0.00% | +300.0% |
| Q2 2021 | $28,000 | +33.3% | 704 | +29.2% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | +50.0% | 545 | +25.6% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | +7.7% | 434 | +7.4% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | -60.6% | 404 | -65.0% | 0.00% | -50.0% |
| Q4 2018 | $33,000 | -15.4% | 1,154 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $39,000 | +200.0% | 1,154 | +185.6% | 0.00% | +100.0% |
| Q2 2018 | $13,000 | -7.1% | 404 | -1.9% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 412 | +2.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | +8.3% | 404 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | – | 404 | – | 0.00% | – |
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% |