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 | $2,266,396 | -7.3% | 66,737 | -2.7% | 1.11% | -1.2% |
| Q2 2023 | $2,445,883 | +5.9% | 68,608 | +3.4% | 1.12% | +5.1% |
| Q1 2023 | $2,309,152 | +8.0% | 66,355 | -0.0% | 1.07% | -3.4% |
| Q4 2022 | $2,137,615 | +21.1% | 66,365 | +5.8% | 1.10% | +20.8% |
| Q3 2022 | $1,765,000 | -17.6% | 62,746 | -7.9% | 0.91% | -11.6% |
| Q2 2022 | $2,143,000 | -16.1% | 68,132 | -2.1% | 1.03% | -6.6% |
| Q1 2022 | $2,554,000 | -10.7% | 69,563 | -5.4% | 1.11% | -12.7% |
| Q4 2021 | $2,859,000 | -10.9% | 73,564 | -11.3% | 1.27% | -17.1% |
| Q3 2021 | $3,208,000 | -18.2% | 82,897 | -16.6% | 1.53% | -19.2% |
| Q2 2021 | $3,920,000 | -3.8% | 99,364 | -8.2% | 1.89% | -8.6% |
| Q1 2021 | $4,073,000 | +10.6% | 108,265 | +5.8% | 2.07% | +4.1% |
| Q4 2020 | $3,684,000 | +12.5% | 102,316 | -1.9% | 1.99% | -0.1% |
| Q3 2020 | $3,274,000 | -3.1% | 104,276 | -8.1% | 1.99% | -8.3% |
| Q2 2020 | $3,377,000 | +14.7% | 113,526 | -0.4% | 2.17% | -2.6% |
| Q1 2020 | $2,944,000 | -24.5% | 113,944 | -1.7% | 2.23% | -12.9% |
| Q4 2019 | $3,900,000 | +6.8% | 115,964 | +1.2% | 2.56% | +0.1% |
| Q3 2019 | $3,650,000 | +3.1% | 114,577 | +3.9% | 2.56% | -2.1% |
| Q2 2019 | $3,539,000 | +7.2% | 110,270 | +4.5% | 2.61% | +7.4% |
| Q1 2019 | $3,302,000 | -1.2% | 105,475 | -10.5% | 2.44% | -17.4% |
| Q4 2018 | $3,341,000 | – | 117,835 | – | 2.95% | – |
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% |