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 | $13,313 | -85.1% | 392 | -84.3% | 0.00% | -100.0% |
| Q2 2023 | $89,125 | +93715.8% | 2,500 | -8.8% | 0.00% | 0.0% |
| Q1 2023 | $95 | -84.8% | 2,740 | -85.9% | 0.00% | -88.5% |
| Q4 2022 | $625 | -99.9% | 19,410 | -29.0% | 0.03% | +116.7% |
| Q3 2022 | $769,000 | +25533.3% | 27,340 | +30968.2% | 0.01% | – |
| Q2 2022 | $3,000 | -99.5% | 88 | -99.4% | 0.00% | -100.0% |
| Q1 2022 | $561,000 | +276.5% | 15,274 | +297.3% | 0.01% | +66.7% |
| Q4 2021 | $149,000 | -39.2% | 3,844 | -39.3% | 0.00% | -50.0% |
| Q3 2021 | $245,000 | +24400.0% | 6,337 | +42146.7% | 0.01% | – |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -99.0% | 15 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $100,000 | +3233.3% | 2,787 | +3383.8% | 0.00% | – |
| Q3 2020 | $3,000 | -99.5% | 80 | -99.6% | 0.00% | -100.0% |
| Q2 2020 | $561,000 | +11120.0% | 18,856 | +11834.2% | 0.02% | – |
| Q1 2019 | $5,000 | -28.6% | 158 | -38.8% | 0.00% | -100.0% |
| Q4 2018 | $7,000 | +250.0% | 258 | +344.8% | 0.00% | – |
| Q3 2018 | $2,000 | – | 58 | +2800.0% | 0.00% | – |
| Q4 2016 | $0 | – | 2 | -88.9% | 0.00% | – |
| Q3 2015 | $0 | -100.0% | 18 | -91.4% | 0.00% | -100.0% |
| Q4 2013 | $7,000 | – | 210 | – | 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% |