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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $492,276 | -30.3% | 14,146 | -35.5% | 0.58% | -25.7% |
| Q4 2022 | $705,910 | +14.6% | 21,916 | +0.0% | 0.77% | +22.7% |
| Q3 2022 | $616,000 | -10.6% | 21,914 | 0.0% | 0.63% | +3.8% |
| Q2 2022 | $689,000 | -14.4% | 21,914 | +0.0% | 0.61% | +0.5% |
| Q1 2022 | $805,000 | -5.5% | 21,913 | +0.0% | 0.60% | -2.1% |
| Q4 2021 | $852,000 | +7.7% | 21,912 | +7.2% | 0.62% | -3.6% |
| Q3 2021 | $791,000 | -10.2% | 20,435 | -8.5% | 0.64% | -10.2% |
| Q2 2021 | $881,000 | +4.9% | 22,335 | +0.0% | 0.71% | -25.3% |
| Q1 2021 | $840,000 | +2.6% | 22,334 | -1.8% | 0.96% | +0.3% |
| Q4 2020 | $819,000 | +12.2% | 22,739 | -2.1% | 0.95% | +4.3% |
| Q3 2020 | $730,000 | -0.3% | 23,237 | -0.3% | 0.91% | -0.4% |
| Q2 2020 | $732,000 | +215.5% | 23,297 | +237.5% | 0.92% | +273.2% |
| Q4 2019 | $232,000 | – | 6,903 | – | 0.25% | – |
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% |