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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -10.9% | 6,454 | -5.8% | 0.01% | -7.7% |
| Q4 2021 | $266,000 | +0.4% | 6,854 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $265,000 | -1.9% | 6,854 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $270,000 | +4.7% | 6,854 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $258,000 | +4.5% | 6,854 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $247,000 | +14.9% | 6,854 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $215,000 | +5.4% | 6,854 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $204,000 | -14.6% | 6,854 | -3.6% | 0.02% | -6.2% |
| Q4 2019 | $239,000 | +5.3% | 7,113 | 0.0% | 0.02% | -5.9% |
| Q3 2019 | $227,000 | -0.4% | 7,113 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $228,000 | +1.8% | 7,113 | -0.7% | 0.02% | 0.0% |
| Q1 2019 | $224,000 | -2.6% | 7,163 | +4.6% | 0.02% | +6.2% |
| Q3 2018 | $230,000 | -16.7% | 6,845 | -18.0% | 0.02% | -23.8% |
| Q2 2018 | $276,000 | -1.8% | 8,345 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $281,000 | -1.1% | 8,345 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $284,000 | +1.8% | 8,345 | 0.0% | 0.02% | -4.3% |
| Q3 2017 | $279,000 | +21.3% | 8,345 | +15.2% | 0.02% | +15.0% |
| Q2 2017 | $230,000 | – | 7,245 | – | 0.02% | – |
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% |