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 | $8,933,489 | -4.7% | 263,059 | 0.0% | 1.57% | -2.3% |
| Q2 2023 | $9,378,059 | +3.6% | 263,059 | +1.1% | 1.60% | +3.5% |
| Q1 2023 | $9,052,657 | +8.0% | 260,134 | 0.0% | 1.55% | +2.0% |
| Q4 2022 | $8,378,910 | +16.7% | 260,134 | +1.9% | 1.52% | +1.5% |
| Q3 2022 | $7,181,000 | -75.7% | 255,262 | -72.8% | 1.50% | -68.6% |
| Q2 2022 | $29,497,000 | -12.7% | 937,916 | +1.9% | 4.77% | +5.6% |
| Q1 2022 | $33,785,000 | -5.4% | 920,062 | +0.1% | 4.52% | +6.5% |
| Q4 2021 | $35,720,000 | – | 918,961 | – | 4.24% | – |
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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% |