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 | $4,940,583 | -10.2% | 145,482 | -5.7% | 2.12% | -2.9% |
| Q2 2023 | $5,498,707 | +0.1% | 154,241 | -2.3% | 2.18% | -5.6% |
| Q1 2023 | $5,495,420 | +6.1% | 157,914 | -1.8% | 2.31% | -1.6% |
| Q4 2022 | $5,177,834 | +52.6% | 160,752 | +33.3% | 2.34% | +38.0% |
| Q3 2022 | $3,393,000 | -12.2% | 120,635 | -1.8% | 1.70% | -7.3% |
| Q2 2022 | $3,863,000 | -28.5% | 122,835 | -16.5% | 1.83% | -20.9% |
| Q1 2022 | $5,403,000 | +40.4% | 147,143 | +48.7% | 2.32% | +15.8% |
| Q4 2021 | $3,847,000 | -0.3% | 98,979 | -0.7% | 2.00% | -8.1% |
| Q3 2021 | $3,858,000 | -7.4% | 99,685 | -5.7% | 2.18% | -4.7% |
| Q2 2021 | $4,168,000 | +12.5% | 105,655 | +7.3% | 2.28% | -2.4% |
| Q1 2021 | $3,704,000 | +4.4% | 98,451 | -0.1% | 2.34% | -1.7% |
| Q4 2020 | $3,549,000 | +14.2% | 98,563 | -0.4% | 2.38% | -2.7% |
| Q3 2020 | $3,107,000 | +2.0% | 98,946 | -3.4% | 2.45% | -7.0% |
| Q2 2020 | $3,046,000 | -20.0% | 102,376 | -30.5% | 2.63% | -30.7% |
| Q1 2020 | $3,807,000 | +176.1% | 147,329 | +259.4% | 3.80% | +211.9% |
| Q4 2019 | $1,379,000 | – | 40,993 | – | 1.22% | – |
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% |