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 | $1,494 | -4.8% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,569 | – | 44 | +2100.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 2 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $26,000 | -23.5% | 1,018 | -0.3% | 0.02% | -19.0% |
| Q4 2019 | $34,000 | -85.0% | 1,021 | -85.7% | 0.02% | -80.4% |
| Q3 2019 | $227,000 | -28.8% | 7,115 | -28.5% | 0.11% | -31.0% |
| Q2 2019 | $319,000 | +65.3% | 9,951 | +61.5% | 0.16% | +53.5% |
| Q1 2019 | $193,000 | +9.0% | 6,161 | -1.5% | 0.10% | -5.6% |
| Q4 2018 | $177,000 | -17.7% | 6,253 | -2.4% | 0.11% | -11.6% |
| Q3 2018 | $215,000 | -6.1% | 6,405 | -7.5% | 0.12% | -8.3% |
| Q2 2018 | $229,000 | +49.7% | 6,927 | +52.8% | 0.13% | +57.1% |
| Q1 2018 | $153,000 | +264.3% | 4,534 | +265.9% | 0.08% | +223.1% |
| Q4 2017 | $42,000 | +133.3% | 1,239 | +131.2% | 0.03% | +116.7% |
| Q3 2017 | $18,000 | – | 536 | – | 0.01% | – |
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% |