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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -50.0% | 100 | -50.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -77.8% | 200 | -80.0% | 0.00% | -100.0% |
| Q4 2020 | $36,000 | +16.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +3.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +15.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -23.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | -26.1% | 1,000 | -31.4% | 0.00% | -33.3% |
| Q3 2019 | $46,000 | -11.5% | 1,457 | -9.2% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +4.0% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +8.7% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $46,000 | -14.8% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $54,000 | -43.8% | 1,605 | -44.6% | 0.00% | -50.0% |
| Q2 2018 | $96,000 | +9500.0% | 2,896 | +11038.5% | 0.01% | – |
| Q1 2018 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | – | 26 | – | 0.00% | – |
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% |