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 | $5,025,706 | -4.9% | 147,989 | -0.2% | 2.89% | -14.6% |
Q2 2023 | $5,286,253 | +1.6% | 148,282 | -0.8% | 3.39% | -15.7% |
Q1 2023 | $5,201,626 | +10.4% | 149,472 | +2.2% | 4.02% | -11.8% |
Q4 2022 | $4,712,548 | +14.6% | 146,307 | +0.1% | 4.55% | +2.9% |
Q3 2022 | $4,112,000 | -9.3% | 146,193 | +1.4% | 4.42% | -1.1% |
Q2 2022 | $4,536,000 | -13.7% | 144,219 | +0.7% | 4.47% | +5.6% |
Q1 2022 | $5,259,000 | -3.9% | 143,225 | +1.7% | 4.24% | +18.1% |
Q4 2021 | $5,475,000 | +7.8% | 140,854 | +7.3% | 3.59% | +8.1% |
Q3 2021 | $5,080,000 | -3.1% | 131,269 | -1.3% | 3.32% | +0.7% |
Q2 2021 | $5,245,000 | +8.8% | 132,962 | +3.8% | 3.30% | +1.0% |
Q1 2021 | $4,820,000 | +11.1% | 128,128 | +6.3% | 3.26% | +7.8% |
Q4 2020 | $4,339,000 | +12.8% | 120,482 | -1.7% | 3.03% | +1.3% |
Q3 2020 | $3,848,000 | -1.8% | 122,555 | -7.0% | 2.99% | -12.7% |
Q2 2020 | $3,919,000 | -4.0% | 131,745 | -16.6% | 3.42% | -20.1% |
Q1 2020 | $4,081,000 | -22.6% | 157,926 | +0.7% | 4.28% | +18.6% |
Q4 2019 | $5,275,000 | – | 156,851 | – | 3.61% | – |
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% |