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 | $665,548 | -1.0% | 19,598 | +3.9% | 0.10% | +3.3% |
| Q2 2023 | $672,252 | +2.4% | 18,857 | 0.0% | 0.09% | -7.1% |
| Q1 2023 | $656,224 | +1.2% | 18,857 | -6.4% | 0.10% | -10.8% |
| Q4 2022 | $648,709 | -98.2% | 20,140 | -98.4% | 0.11% | -97.7% |
| Q3 2022 | $35,364,000 | +1823.0% | 1,257,198 | +2050.0% | 4.84% | +1194.1% |
| Q2 2022 | $1,839,000 | +472.9% | 58,474 | +371.4% | 0.37% | +51.4% |
| Q1 2020 | $321,000 | -5.3% | 12,405 | +23.2% | 0.25% | +9.8% |
| Q4 2019 | $339,000 | +17.3% | 10,072 | +11.1% | 0.22% | +13.1% |
| Q3 2019 | $289,000 | +0.7% | 9,067 | +1.5% | 0.20% | +9.3% |
| Q2 2019 | $287,000 | +11.2% | 8,931 | +8.6% | 0.18% | -8.5% |
| Q1 2019 | $258,000 | -98.6% | 8,227 | -98.7% | 0.20% | -97.9% |
| Q4 2018 | $17,958,000 | – | 633,449 | – | 9.68% | – |
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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% |