SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,146 | -15.5% | 16,788 | -11.3% | 0.00% | 0.0% |
| Q2 2023 | $674,490 | -11.3% | 18,919 | -13.4% | 0.00% | -33.3% |
| Q1 2023 | $760,380 | +27.2% | 21,850 | +17.7% | 0.00% | +50.0% |
| Q4 2022 | $597,785 | +8.9% | 18,559 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $549,000 | -6.9% | 19,533 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $590,000 | -7.2% | 18,767 | +8.3% | 0.00% | 0.0% |
| Q1 2022 | $636,000 | +47.6% | 17,322 | +56.3% | 0.00% | +100.0% |
| Q4 2021 | $431,000 | +31.4% | 11,086 | +30.5% | 0.00% | 0.0% |
| Q3 2021 | $328,000 | +26.6% | 8,496 | +29.2% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | +4.9% | 6,575 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | +2.9% | 6,575 | -1.4% | 0.00% | 0.0% |
| Q4 2020 | $240,000 | +16.5% | 6,668 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | +5.6% | 6,575 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $195,000 | +6400.0% | 6,575 | +5077.2% | 0.00% | – |
| Q1 2017 | $3,000 | – | 127 | – | 0.00% | – |
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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% |