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 | $234,324 | -4.7% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $245,985 | +2.4% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $240,120 | +108062.2% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $222 | -99.9% | 6,900 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $217,000 | -14.2% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $253,000 | -5.6% | 6,900 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $268,000 | +0.4% | 6,900 | 0.0% | 0.02% | -8.7% |
| Q3 2021 | $267,000 | -1.8% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $272,000 | +4.6% | 6,900 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $260,000 | +4.8% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $248,000 | +14.3% | 6,900 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $217,000 | +5.9% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $205,000 | -11.6% | 6,900 | 0.0% | 0.02% | -11.5% |
| Q4 2019 | $232,000 | +5.5% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $220,000 | -0.5% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $221,000 | +2.3% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $216,000 | -6.5% | 6,900 | 0.0% | 0.03% | -3.7% |
| Q3 2018 | $231,000 | +1.3% | 6,900 | 0.0% | 0.03% | -6.9% |
| Q2 2018 | $228,000 | -2.1% | 6,900 | 0.0% | 0.03% | -3.3% |
| Q1 2018 | $233,000 | -0.9% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $235,000 | +1.7% | 6,900 | 0.0% | 0.03% | -3.2% |
| Q3 2017 | $231,000 | -27.4% | 6,900 | -31.0% | 0.03% | -27.9% |
| Q2 2017 | $318,000 | +6.4% | 10,000 | 0.0% | 0.04% | +2.4% |
| Q1 2017 | $299,000 | +7.9% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $277,000 | -3.1% | 10,000 | 0.0% | 0.04% | -4.5% |
| Q3 2016 | $286,000 | +5.5% | 10,000 | 0.0% | 0.04% | +2.3% |
| Q2 2016 | $271,000 | -1.8% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2016 | $276,000 | 0.0% | 10,000 | 0.0% | 0.04% | +2.3% |
| Q4 2015 | $276,000 | -4.8% | 10,000 | 0.0% | 0.04% | -8.5% |
| Q3 2015 | $290,000 | -4.9% | 10,000 | 0.0% | 0.05% | -2.1% |
| Q2 2015 | $305,000 | -2.6% | 10,000 | 0.0% | 0.05% | -4.0% |
| Q1 2015 | $313,000 | +8.3% | 10,000 | 0.0% | 0.05% | +8.7% |
| Q4 2014 | $289,000 | -6.8% | 10,000 | 0.0% | 0.05% | -13.2% |
| Q3 2014 | $310,000 | -6.1% | 10,000 | 0.0% | 0.05% | -7.0% |
| Q2 2014 | $330,000 | – | 10,000 | – | 0.06% | – |
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% |