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 | $518,740 | +153.1% | 15,275 | +165.7% | 0.18% | +164.2% |
| Q2 2023 | $204,953 | +2.4% | 5,749 | 0.0% | 0.07% | -1.5% |
| Q1 2023 | $200,066 | -72.7% | 5,749 | -80.7% | 0.07% | -72.2% |
| Q1 2020 | $733,000 | -61.5% | 29,764 | -47.0% | 0.24% | -54.5% |
| Q4 2019 | $1,903,000 | +5.7% | 56,195 | +4.2% | 0.54% | +4.5% |
| Q3 2019 | $1,801,000 | +3.6% | 53,935 | -0.4% | 0.52% | +0.6% |
| Q2 2019 | $1,738,000 | +3.9% | 54,149 | +1.3% | 0.51% | -1.5% |
| Q1 2019 | $1,673,000 | +9.6% | 53,437 | -0.7% | 0.52% | -39.4% |
| Q4 2018 | $1,526,000 | -3.0% | 53,838 | 0.0% | 0.86% | -1.8% |
| Q3 2018 | $1,573,000 | +7.4% | 53,838 | +21.6% | 0.87% | +1.7% |
| Q2 2018 | $1,464,000 | -1.9% | 44,291 | 0.0% | 0.86% | -1.4% |
| Q1 2018 | $1,493,000 | -4.9% | 44,291 | -3.9% | 0.87% | -3.9% |
| Q4 2017 | $1,570,000 | – | 46,085 | – | 0.91% | – |
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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% |