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 | $715,336 | -6.2% | 21,064 | -1.5% | 0.12% | -24.8% |
| Q2 2023 | $762,407 | +3.0% | 21,386 | +0.5% | 0.15% | -5.6% |
| Q1 2023 | $740,412 | +11.7% | 21,276 | +3.4% | 0.16% | +1.2% |
| Q4 2022 | $662,824 | +87.2% | 20,578 | +63.6% | 0.16% | +63.3% |
| Q3 2022 | $354,000 | -14.5% | 12,578 | -4.4% | 0.10% | +14.0% |
| Q2 2022 | $414,000 | -29.4% | 13,152 | -17.6% | 0.09% | -39.4% |
| Q1 2022 | $586,000 | -5.5% | 15,957 | -0.0% | 0.14% | +4.4% |
| Q4 2021 | $620,000 | +5.4% | 15,958 | +5.1% | 0.14% | -16.0% |
| Q3 2021 | $588,000 | +4.4% | 15,185 | +6.5% | 0.16% | -9.5% |
| Q2 2021 | $563,000 | +27.4% | 14,262 | +24.4% | 0.18% | -20.1% |
| Q1 2021 | $442,000 | -28.6% | 11,467 | -38.9% | 0.22% | -56.8% |
| Q2 2014 | $619,000 | +4.9% | 18,763 | +0.2% | 0.52% | -12.6% |
| Q1 2014 | $590,000 | 0.0% | 18,728 | +0.1% | 0.59% | -2.1% |
| Q4 2013 | $590,000 | – | 18,709 | – | 0.61% | – |
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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% |