SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,689,332 | -8.8% | 520,887 | -4.2% | 4.07% | -10.2% |
| Q2 2023 | $19,387,519 | +4.6% | 543,829 | +2.1% | 4.54% | -3.7% |
| Q1 2023 | $18,537,604 | +13.3% | 532,690 | +4.8% | 4.71% | +0.7% |
| Q4 2022 | $16,364,694 | +24.5% | 508,063 | +8.7% | 4.68% | +6.6% |
| Q3 2022 | $13,143,000 | -1.1% | 467,237 | +10.5% | 4.39% | +0.6% |
| Q2 2022 | $13,295,000 | -9.8% | 422,733 | +5.3% | 4.37% | +2.6% |
| Q1 2022 | $14,745,000 | +0.6% | 401,561 | +6.5% | 4.26% | +0.9% |
| Q4 2021 | $14,661,000 | – | 377,182 | – | 4.22% | – |
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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% |