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 | $334,710 | -4.7% | 9,856 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $351,366 | +2.4% | 9,856 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $342,989 | +7.4% | 9,856 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $319,233 | +15.2% | 9,911 | +0.6% | 0.01% | -6.7% |
| Q3 2022 | $277,000 | -21.1% | 9,856 | -11.7% | 0.02% | -31.8% |
| Q2 2022 | $351,000 | -50.4% | 11,162 | -42.1% | 0.02% | -61.4% |
| Q1 2022 | $708,000 | +156.5% | 19,277 | +172.1% | 0.06% | +216.7% |
| Q4 2021 | $276,000 | +15.0% | 7,085 | +2.2% | 0.02% | -56.1% |
| Q1 2018 | $240,000 | +42.0% | 6,935 | +48.4% | 0.04% | +95.2% |
| Q4 2017 | $169,000 | – | 4,673 | – | 0.02% | – |
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% |