SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $329,126 | -10.5% | 9,993 | -3.0% | 0.29% | +2.4% |
Q2 2023 | $367,649 | +2.9% | 10,301 | +1.0% | 0.29% | -1.4% |
Q1 2023 | $357,331 | -7.5% | 10,204 | -14.4% | 0.29% | -15.5% |
Q4 2022 | $386,171 | +0.0% | 11,923 | -8.2% | 0.34% | -1.4% |
Q3 2022 | $386,000 | -10.9% | 12,992 | -5.7% | 0.35% | -15.7% |
Q2 2022 | $433,000 | -12.3% | 13,773 | +2.6% | 0.41% | +8.7% |
Q1 2022 | $494,000 | -7.7% | 13,427 | -2.4% | 0.38% | +0.3% |
Q4 2021 | $535,000 | – | 13,753 | – | 0.38% | – |
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% |