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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,706 | +8.8% | 452 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,350 | +21.3% | 452 | +27.3% | 0.00% | +33.3% |
| Q2 2023 | $12,655 | +299.7% | 355 | +290.1% | 0.00% | +200.0% |
| Q1 2023 | $3,166 | +8.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,931 | -2.3% | 91 | -20.2% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | +200.0% | 114 | +256.2% | 0.00% | – |
| Q2 2022 | $1,000 | – | 32 | +1500.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | -33.3% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | +200.0% | 0.00% | – |
| Q2 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q3 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 3 | – | 0.00% | – |
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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% |