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 | $502,744 | -6.5% | 14,804 | -1.9% | 0.07% | -2.6% |
Q2 2023 | $537,887 | +2.4% | 15,088 | 0.0% | 0.08% | -2.6% |
Q1 2023 | $525,062 | +8.0% | 15,088 | 0.0% | 0.08% | +2.6% |
Q4 2022 | $485,984 | +12.0% | 15,088 | -2.3% | 0.08% | +1.3% |
Q3 2022 | $434,000 | +17.6% | 15,436 | +31.5% | 0.08% | +23.0% |
Q2 2022 | $369,000 | -14.4% | 11,738 | 0.0% | 0.06% | -4.7% |
Q1 2022 | $431,000 | -10.2% | 11,738 | -5.0% | 0.06% | -11.1% |
Q4 2021 | $480,000 | +0.4% | 12,350 | 0.0% | 0.07% | -2.7% |
Q3 2021 | $478,000 | -2.4% | 12,350 | -0.6% | 0.07% | -1.3% |
Q2 2021 | $490,000 | +4.7% | 12,428 | 0.0% | 0.08% | 0.0% |
Q1 2021 | $468,000 | -3.1% | 12,428 | -7.3% | 0.08% | -3.8% |
Q4 2020 | $483,000 | +11.8% | 13,405 | -2.6% | 0.08% | -6.0% |
Q3 2020 | $432,000 | +5.6% | 13,759 | 0.0% | 0.08% | +2.5% |
Q2 2020 | $409,000 | +50.9% | 13,759 | +31.3% | 0.08% | +24.6% |
Q1 2020 | $271,000 | -6.6% | 10,479 | +21.7% | 0.06% | +18.2% |
Q4 2019 | $290,000 | – | 8,612 | – | 0.06% | – |
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% |