SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,713 | +8.4% | 6,735 | +17.2% | 0.01% | -28.6% |
| Q1 2022 | $211,000 | -0.9% | 5,748 | +4.8% | 0.01% | +7.7% |
| Q4 2021 | $213,000 | -4.1% | 5,486 | -4.5% | 0.01% | -13.3% |
| Q3 2021 | $222,000 | -27.9% | 5,744 | -26.5% | 0.02% | -31.8% |
| Q2 2021 | $308,000 | 0.0% | 7,818 | -4.6% | 0.02% | -15.4% |
| Q1 2021 | $308,000 | +8.1% | 8,199 | +3.8% | 0.03% | -3.7% |
| Q4 2020 | $285,000 | -5.6% | 7,902 | -32.5% | 0.03% | -43.8% |
| Q1 2020 | $302,000 | -26.2% | 11,702 | -3.7% | 0.05% | -20.0% |
| Q4 2019 | $409,000 | -3.1% | 12,148 | -8.2% | 0.06% | -13.0% |
| Q3 2019 | $422,000 | +2.9% | 13,234 | +3.7% | 0.07% | -1.4% |
| Q2 2019 | $410,000 | -16.3% | 12,764 | -18.4% | 0.07% | -22.2% |
| Q1 2019 | $490,000 | +25.3% | 15,651 | +13.6% | 0.09% | +1.1% |
| Q4 2018 | $391,000 | -8.9% | 13,774 | +7.8% | 0.09% | -18.3% |
| Q3 2018 | $429,000 | +13.5% | 12,780 | +11.9% | 0.11% | +5.8% |
| Q2 2018 | $378,000 | +2.2% | 11,423 | +4.0% | 0.10% | -2.8% |
| Q1 2018 | $370,000 | +10.1% | 10,979 | +11.5% | 0.11% | +6.0% |
| Q4 2017 | $336,000 | -14.7% | 9,849 | -16.4% | 0.10% | -32.0% |
| Q3 2017 | $394,000 | +2.9% | 11,785 | -2.2% | 0.15% | -8.7% |
| Q2 2017 | $383,000 | -9.0% | 12,045 | -20.7% | 0.16% | -25.1% |
| Q4 2016 | $421,000 | – | 15,196 | – | 0.22% | – |
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% |