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 | $711,557 | +4.7% | 20,952 | +7.4% | 0.00% | 0.0% |
| Q2 2023 | $679,482 | +102696.1% | 19,508 | +2.6% | 0.00% | 0.0% |
| Q1 2023 | $661 | +13.0% | 19,019 | +4.5% | 0.00% | 0.0% |
| Q4 2022 | $585 | -99.9% | 18,202 | -5.1% | 0.00% | 0.0% |
| Q3 2022 | $538,000 | -3.8% | 19,171 | +7.8% | 0.00% | 0.0% |
| Q2 2022 | $559,000 | -56.9% | 17,782 | -49.7% | 0.00% | -50.0% |
| Q1 2022 | $1,297,000 | +112.3% | 35,350 | +124.4% | 0.01% | +100.0% |
| Q4 2021 | $611,000 | +182.9% | 15,752 | +180.6% | 0.00% | +200.0% |
| Q3 2021 | $216,000 | +15.5% | 5,613 | +18.4% | 0.00% | 0.0% |
| Q2 2021 | $187,000 | +47.2% | 4,742 | +39.2% | 0.00% | 0.0% |
| Q1 2021 | $127,000 | +296.9% | 3,407 | +276.9% | 0.00% | – |
| Q4 2020 | $32,000 | +14.3% | 904 | -1.0% | 0.00% | – |
| Q3 2020 | $28,000 | -6.7% | 913 | -9.9% | 0.00% | – |
| Q2 2020 | $30,000 | -67.7% | 1,013 | -71.9% | 0.00% | -100.0% |
| Q1 2020 | $93,000 | +232.1% | 3,599 | +330.0% | 0.00% | – |
| Q4 2019 | $28,000 | +7.7% | 837 | 0.0% | 0.00% | – |
| Q3 2019 | $26,000 | 0.0% | 837 | 0.0% | 0.00% | – |
| Q2 2019 | $26,000 | – | 837 | – | 0.00% | – |
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% |