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 | $15,214 | +55.8% | 448 | +63.5% | 0.01% | +50.0% |
Q2 2023 | $9,768 | +55.9% | 274 | +52.2% | 0.00% | +33.3% |
Q1 2023 | $6,264 | +123.6% | 180 | +106.9% | 0.00% | +50.0% |
Q4 2022 | $2,802 | – | 87 | +770.0% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 10 | -98.7% | 0.00% | -100.0% |
Q3 2018 | $25,000 | 0.0% | 746 | 0.0% | 0.02% | -5.6% |
Q2 2018 | $25,000 | 0.0% | 746 | 0.0% | 0.02% | -5.3% |
Q1 2018 | $25,000 | +127.3% | 746 | 0.0% | 0.02% | +137.5% |
Q4 2017 | $11,000 | – | 746 | – | 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% |