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 | $206,818 | -4.8% | 6,090 | -0.1% | 0.02% | -20.0% |
| Q2 2023 | $217,289 | -10.2% | 6,095 | -29.2% | 0.02% | -32.4% |
| Q3 2022 | $242,000 | +5.2% | 8,607 | +44.8% | 0.04% | +12.1% |
| Q3 2021 | $230,000 | -33.5% | 5,946 | -32.4% | 0.03% | -21.4% |
| Q2 2021 | $346,000 | +195.7% | 8,793 | +182.4% | 0.04% | +121.1% |
| Q1 2021 | $117,000 | +7.3% | 3,114 | +2.9% | 0.02% | -17.4% |
| Q4 2020 | $109,000 | -99.9% | 3,027 | -39.6% | 0.02% | -71.2% |
| Q3 2020 | $160,014,000 | -5.7% | 5,013 | -9.5% | 0.08% | -14.9% |
| Q2 2020 | $169,709,000 | +3250.6% | 5,537 | +2725.0% | 0.09% | +3033.3% |
| Q1 2020 | $5,065,000 | -29.3% | 196 | -8.0% | 0.00% | -25.0% |
| Q4 2019 | $7,165,000 | – | 213 | – | 0.00% | – |
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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% |