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 | $6,284,504 | +4.2% | 185,056 | +9.3% | 3.48% | +0.3% |
| Q2 2023 | $6,033,836 | +4.4% | 169,252 | +1.9% | 3.47% | -2.0% |
| Q1 2023 | $5,778,163 | +13.8% | 166,039 | +5.3% | 3.54% | +0.9% |
| Q4 2022 | $5,078,138 | +15.1% | 157,657 | +0.5% | 3.51% | +10.9% |
| Q3 2022 | $4,411,000 | -9.5% | 156,810 | +1.1% | 3.16% | -5.5% |
| Q2 2022 | $4,876,000 | -9.7% | 155,050 | +5.4% | 3.35% | +0.3% |
| Q1 2022 | $5,402,000 | -3.3% | 147,109 | +2.4% | 3.34% | -4.4% |
| Q4 2021 | $5,584,000 | – | 143,650 | – | 3.49% | – |
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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% |