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 | $12,871 | -94.5% | 379 | -94.4% | 0.00% | -100.0% |
| Q1 2023 | $234,274 | -78.4% | 6,732 | -80.0% | 0.00% | -83.3% |
| Q4 2022 | $1,082,804 | +54040.2% | 33,617 | +57860.3% | 0.01% | – |
| Q2 2022 | $2,000 | -99.7% | 58 | -99.7% | 0.00% | -100.0% |
| Q4 2021 | $726,000 | +18050.0% | 18,680 | +18580.0% | 0.01% | – |
| Q3 2021 | $4,000 | -99.1% | 100 | -99.2% | 0.00% | -100.0% |
| Q4 2020 | $456,000 | +225.7% | 12,660 | +184.8% | 0.01% | +200.0% |
| Q3 2020 | $140,000 | +30.8% | 4,445 | +23.5% | 0.00% | 0.0% |
| Q2 2020 | $107,000 | +197.2% | 3,600 | +156.4% | 0.00% | +100.0% |
| Q1 2020 | $36,000 | -93.3% | 1,404 | -91.2% | 0.00% | -94.1% |
| Q4 2019 | $537,000 | – | 15,982 | – | 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% |