SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,504,523 | -8.5% | 1,133,754 | -4.3% | 0.06% | -25.0% |
| Q2 2023 | $42,082,850 | +20.0% | 1,184,461 | +17.7% | 0.08% | +15.2% |
| Q1 2023 | $35,055,701 | +23.7% | 1,006,085 | +14.3% | 0.07% | +15.8% |
| Q4 2022 | $28,349,988 | -4.6% | 880,109 | -16.7% | 0.06% | -16.2% |
| Q3 2022 | $29,714,000 | -10.4% | 1,056,251 | +0.2% | 0.07% | -6.8% |
| Q2 2022 | $33,167,000 | +1.3% | 1,054,230 | +7.3% | 0.07% | +14.1% |
| Q1 2022 | $32,738,000 | -4.2% | 982,155 | +11.8% | 0.06% | -1.5% |
| Q4 2021 | $34,189,000 | +34.1% | 878,507 | +33.5% | 0.06% | +22.6% |
| Q3 2021 | $25,488,000 | +7.2% | 658,256 | +9.3% | 0.05% | +3.9% |
| Q2 2021 | $23,769,000 | +11.4% | 602,326 | +6.5% | 0.05% | 0.0% |
| Q1 2021 | $21,334,000 | +14.3% | 565,711 | +9.2% | 0.05% | +2.0% |
| Q4 2020 | $18,662,000 | +1.9% | 518,190 | -11.9% | 0.05% | -9.1% |
| Q3 2020 | $18,317,000 | +4.0% | 588,394 | -0.6% | 0.06% | -6.8% |
| Q2 2020 | $17,613,000 | +25.6% | 592,018 | -82.6% | 0.06% | +3.5% |
| Q1 2020 | $14,023,000 | – | 3,403,751 | – | 0.06% | – |
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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% |