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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,436 | +2.4% | 433 | 0.0% | 0.01% | +33.3% |
| Q1 2023 | $15,068 | +24.4% | 433 | +15.2% | 0.01% | 0.0% |
| Q4 2022 | $12,111 | -28.8% | 376 | -38.5% | 0.01% | -25.0% |
| Q3 2022 | $17,000 | -10.5% | 611 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $19,000 | -56.8% | 611 | -50.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | +83.3% | 1,222 | +100.0% | 0.01% | -18.2% |
| Q4 2021 | $24,000 | +60.0% | 611 | +62.5% | 0.01% | +57.1% |
| Q3 2021 | $15,000 | +7.1% | 376 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 357 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $13,000 | 0.0% | 357 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $13,000 | +18.2% | 357 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $11,000 | 0.0% | 357 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $11,000 | -66.7% | 357 | -72.0% | 0.01% | -71.0% |
| Q1 2020 | $33,000 | +175.0% | 1,277 | +257.7% | 0.03% | +210.0% |
| Q4 2019 | $12,000 | – | 357 | – | 0.01% | – |
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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% |