SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 984 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $417,005 | -4.5% | 10,687 | -9.6% | 0.06% | +8.5% |
| Q4 2023 | $436,709 | +10.5% | 11,816 | +1.5% | 0.06% | -31.4% |
| Q3 2023 | $395,350 | +90162.6% | 11,642 | -5.3% | 0.09% | +22.9% |
| Q2 2023 | $438 | +39.0% | 12,297 | +35.9% | 0.07% | +34.6% |
| Q1 2023 | $315 | +9.0% | 9,049 | +0.8% | 0.05% | -3.7% |
| Q4 2022 | $289 | -99.9% | 8,980 | -22.9% | 0.05% | -37.2% |
| Q3 2022 | $395,350 | +62.0% | 11,642 | +52.9% | 0.09% | +56.4% |
| Q2 2022 | $244,000 | – | 7,612 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
| Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
| TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
| ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
| Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
| Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
| FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
| Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
| Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
| Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |