SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,214,235 | -1.3% | 94,648 | +3.6% | 0.05% | 0.0% |
Q2 2023 | $3,255,774 | +12.6% | 91,326 | +9.9% | 0.05% | +4.3% |
Q1 2023 | $2,891,832 | +9.3% | 83,099 | +1.1% | 0.05% | +4.5% |
Q4 2022 | $2,646,201 | +11.1% | 82,155 | -3.0% | 0.04% | -2.2% |
Q3 2022 | $2,381,000 | -26.6% | 84,657 | -17.9% | 0.04% | -27.4% |
Q2 2022 | $3,244,000 | -17.8% | 103,144 | -4.0% | 0.06% | -7.5% |
Q1 2022 | $3,946,000 | -7.7% | 107,450 | -2.4% | 0.07% | -2.9% |
Q4 2021 | $4,277,000 | +15.6% | 110,036 | +15.1% | 0.07% | -2.8% |
Q3 2021 | $3,701,000 | -2.0% | 95,639 | -0.1% | 0.07% | -5.3% |
Q2 2021 | $3,777,000 | +374.5% | 95,739 | +352.2% | 0.08% | +316.7% |
Q1 2021 | $796,000 | -13.6% | 21,170 | -17.2% | 0.02% | -21.7% |
Q4 2020 | $921,000 | +215.4% | 25,569 | +179.3% | 0.02% | +76.9% |
Q3 2019 | $292,000 | -96.0% | 9,154 | -96.0% | 0.01% | -96.1% |
Q2 2019 | $7,300,000 | – | 227,493 | – | 0.33% | – |
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% |