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 | $30,124,236 | +1045.7% | 89,052 | +20.7% | 14.56% | +851.9% |
| Q2 2023 | $2,629,354 | +59.2% | 73,754 | +56.9% | 1.53% | +50.5% |
| Q1 2023 | $1,651,162 | +34.3% | 47,004 | +23.2% | 1.02% | +27.5% |
| Q4 2022 | $1,229,033 | +28.0% | 38,156 | +11.7% | 0.80% | +24.7% |
| Q3 2022 | $960,000 | +3.0% | 34,153 | +15.2% | 0.64% | +11.5% |
| Q2 2022 | $932,000 | -9.7% | 29,647 | +5.4% | 0.57% | -19.6% |
| Q1 2022 | $1,032,000 | +1.8% | 28,117 | +7.8% | 0.71% | +9.2% |
| Q4 2021 | $1,014,000 | – | 26,080 | – | 0.65% | – |
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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% |