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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,047,697 | -0.9% | 325,315 | +4.0% | 5.40% | +3.5% |
Q2 2023 | $11,147,898 | +6.0% | 312,704 | +3.4% | 5.22% | +0.7% |
Q1 2023 | $10,520,353 | +3657.3% | 302,309 | +4097.6% | 5.18% | +3798.5% |
Q4 2021 | $280,000 | -50.6% | 7,202 | -60.2% | 0.13% | -69.6% |
Q1 2019 | $567,000 | +16.9% | 18,116 | +5.9% | 0.44% | +33.9% |
Q4 2018 | $485,000 | +0.2% | 17,103 | -2.2% | 0.33% | -2.4% |
Q4 2016 | $484,000 | -20.0% | 17,488 | -16.8% | 0.34% | -17.9% |
Q3 2016 | $605,000 | +4.5% | 21,010 | -1.7% | 0.41% | -1.2% |
Q2 2016 | $579,000 | -25.5% | 21,375 | -25.4% | 0.41% | -28.0% |
Q1 2016 | $777,000 | +115.8% | 28,647 | +119.2% | 0.57% | +113.4% |
Q4 2015 | $360,000 | -18.9% | 13,070 | -19.3% | 0.27% | -25.3% |
Q3 2015 | $444,000 | – | 16,204 | – | 0.36% | – |
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% |