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 | $24,733,975 | -0.5% | 728,327 | +4.5% | 11.62% | +0.9% |
| Q2 2023 | $24,858,378 | +15.5% | 697,290 | +12.7% | 11.52% | +4.2% |
| Q1 2023 | $21,530,653 | +51.4% | 618,697 | +40.2% | 11.06% | +43.0% |
| Q4 2022 | $14,218,516 | +13.7% | 441,432 | -0.7% | 7.74% | +5.2% |
| Q3 2022 | $12,503,000 | +142.4% | 444,468 | +171.0% | 7.36% | +178.3% |
| Q2 2022 | $5,159,000 | +19.5% | 164,034 | +39.5% | 2.64% | +44.1% |
| Q1 2022 | $4,317,000 | +21.9% | 117,564 | +29.1% | 1.83% | +23.9% |
| Q4 2021 | $3,540,000 | – | 91,082 | – | 1.48% | – |
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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% |