SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,323 | +38.7% | 10,728 | +45.6% | 0.01% | +50.0% |
| Q2 2023 | $262,705 | +5.3% | 7,369 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $249,481 | +8.0% | 7,169 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $231,000 | +14.4% | 7,169 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $202,000 | -10.2% | 7,169 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $225,000 | -12.8% | 7,169 | +2.1% | 0.00% | 0.0% |
| Q1 2022 | $258,000 | -5.5% | 7,019 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $273,000 | +0.4% | 7,019 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $272,000 | +4.2% | 7,019 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $261,000 | – | 6,619 | – | 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% |