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 | $1,132,906 | -5.3% | 33,360 | -0.6% | 0.09% | -5.2% |
| Q2 2023 | $1,196,414 | -4.5% | 33,560 | -6.8% | 0.10% | -10.2% |
| Q1 2023 | $1,252,452 | +11.6% | 35,990 | +3.3% | 0.11% | +10.2% |
| Q4 2022 | $1,122,471 | +26.7% | 34,849 | +10.6% | 0.10% | +12.6% |
| Q3 2022 | $886,000 | -12.9% | 31,502 | -2.6% | 0.09% | -12.1% |
| Q2 2022 | $1,017,000 | -16.4% | 32,329 | -2.5% | 0.10% | -3.9% |
| Q1 2022 | $1,217,000 | -1.9% | 33,146 | +3.8% | 0.10% | -3.7% |
| Q4 2021 | $1,241,000 | +3.6% | 31,921 | +3.1% | 0.11% | -4.5% |
| Q3 2021 | $1,198,000 | +28.7% | 30,957 | +31.2% | 0.11% | +25.8% |
| Q2 2021 | $931,000 | +5.3% | 23,590 | +0.4% | 0.09% | -2.2% |
| Q1 2021 | $884,000 | +29.4% | 23,490 | +23.9% | 0.09% | +15.2% |
| Q4 2020 | $683,000 | +39.7% | 18,960 | +21.9% | 0.08% | +19.7% |
| Q3 2020 | $489,000 | +6.5% | 15,558 | +0.9% | 0.07% | -5.7% |
| Q2 2020 | $459,000 | +13.9% | 15,425 | -1.0% | 0.07% | -14.6% |
| Q1 2020 | $403,000 | +6.3% | 15,588 | +38.3% | 0.08% | +32.3% |
| Q4 2019 | $379,000 | – | 11,275 | – | 0.06% | – |
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% |