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 | $5,866,737 | -4.7% | 172,754 | +0.1% | 0.43% | +79.7% |
| Q2 2023 | $6,155,306 | +3.0% | 172,659 | +0.6% | 0.24% | -55.2% |
| Q1 2023 | $5,974,194 | +8.4% | 171,672 | +0.3% | 0.54% | -9.3% |
| Q4 2022 | $5,512,556 | +416.2% | 171,144 | +350.7% | 0.59% | +1086.0% |
| Q3 2022 | $1,068,000 | +385.5% | 37,973 | +442.1% | 0.05% | +400.0% |
| Q2 2022 | $220,000 | -23.9% | 7,005 | -19.9% | 0.01% | -90.6% |
| Q2 2018 | $289,000 | -1.7% | 8,748 | +0.5% | 0.11% | -7.8% |
| Q1 2018 | $294,000 | -1.0% | 8,708 | 0.0% | 0.12% | -1.7% |
| Q4 2017 | $297,000 | – | 8,708 | – | 0.12% | – |
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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% |