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 | $7,928,650 | +0.4% | 233,470 | +5.4% | 2.65% | +3.3% |
| Q2 2023 | $7,895,538 | -9.2% | 221,474 | -14.3% | 2.57% | -9.7% |
| Q1 2023 | $8,696,774 | +117.7% | 258,497 | +108.4% | 2.84% | +99.4% |
| Q4 2022 | $3,994,774 | +16.7% | 124,023 | +1.9% | 1.43% | +14.9% |
| Q3 2022 | $3,422,000 | -5.3% | 121,664 | +5.9% | 1.24% | +0.7% |
| Q2 2022 | $3,613,000 | -26.9% | 114,880 | -14.6% | 1.23% | -14.5% |
| Q1 2022 | $4,941,000 | +27.2% | 134,555 | +34.6% | 1.44% | +29.2% |
| Q4 2021 | $3,885,000 | +11.0% | 99,941 | +10.5% | 1.12% | -38.0% |
| Q3 2021 | $3,501,000 | -3.9% | 90,465 | -2.1% | 1.80% | +58.5% |
| Q2 2021 | $3,644,000 | +11.1% | 92,380 | +6.0% | 1.14% | +4.0% |
| Q1 2021 | $3,279,000 | – | 87,168 | – | 1.09% | – |
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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% |