SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $951,762 | -0.8% | 28,026 | +4.1% | 0.11% | +1.9% |
| Q2 2023 | $959,555 | +0.6% | 26,916 | -1.8% | 0.10% | -4.6% |
| Q1 2023 | $953,798 | +16.6% | 27,408 | +7.9% | 0.11% | +1.9% |
| Q4 2022 | $817,844 | +24.1% | 25,391 | +8.4% | 0.11% | +12.6% |
| Q3 2022 | $659,000 | +8.0% | 23,422 | +20.8% | 0.10% | +13.1% |
| Q2 2022 | $610,000 | +102.7% | 19,393 | +136.4% | 0.08% | -90.6% |
| Q1 2022 | $301,000 | -75.3% | 8,204 | -77.5% | 0.90% | +89.9% |
| Q3 2017 | $1,219,000 | -64.4% | 36,444 | -66.2% | 0.47% | -64.6% |
| Q2 2017 | $3,425,000 | +10.9% | 107,780 | +4.2% | 1.34% | +5.8% |
| Q1 2017 | $3,088,000 | +16.6% | 103,413 | +8.0% | 1.26% | -8.0% |
| Q4 2016 | $2,649,000 | +144.6% | 95,721 | +154.4% | 1.38% | +97.6% |
| Q3 2016 | $1,083,000 | +13.2% | 37,623 | +6.6% | 0.70% | -3.7% |
| Q2 2016 | $957,000 | – | 35,304 | – | 0.72% | – |
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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% |