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 | $7,748,827 | -8.7% | 228,175 | -4.1% | 0.38% | -3.8% |
| Q2 2023 | $8,486,401 | +5.5% | 238,048 | +3.0% | 0.39% | -6.2% |
| Q1 2023 | $8,046,554 | +6.6% | 231,223 | -1.3% | 0.42% | +2.5% |
| Q4 2022 | $7,549,213 | +7.4% | 234,375 | -6.2% | 0.41% | -4.5% |
| Q3 2022 | $7,030,000 | -8.0% | 249,918 | +2.8% | 0.42% | -1.6% |
| Q2 2022 | $7,644,000 | +61.9% | 243,040 | +89.0% | 0.43% | +82.3% |
| Q1 2022 | $4,721,000 | -2.2% | 128,580 | +3.5% | 0.24% | +1.3% |
| Q4 2021 | $4,829,000 | +2.0% | 124,239 | +3.6% | 0.23% | -8.6% |
| Q2 2021 | $4,732,000 | +7.3% | 119,949 | +2.3% | 0.26% | -1.9% |
| Q1 2021 | $4,410,000 | +2.9% | 117,225 | -1.5% | 0.26% | -10.6% |
| Q4 2020 | $4,284,000 | -3.8% | 118,966 | -16.1% | 0.29% | +23.7% |
| Q3 2020 | $4,453,000 | +4.2% | 141,820 | -1.3% | 0.24% | -36.2% |
| Q2 2020 | $4,274,000 | +35.2% | 143,658 | +17.4% | 0.37% | -34.4% |
| Q1 2020 | $3,161,000 | – | 122,320 | – | 0.56% | – |
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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% |