SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,713,383 | -6.9% | 50,453 | -2.3% | 0.64% | -4.8% |
| Q2 2023 | $1,840,430 | +2.9% | 51,625 | +0.4% | 0.67% | -0.9% |
| Q1 2023 | $1,789,346 | +0.5% | 51,418 | -7.0% | 0.68% | -4.5% |
| Q4 2022 | $1,780,021 | +125.0% | 55,263 | +96.5% | 0.71% | +99.4% |
| Q3 2022 | $791,000 | +32.3% | 28,117 | +47.8% | 0.36% | +37.5% |
| Q2 2022 | $598,000 | +26.2% | 19,028 | +47.4% | 0.26% | +38.5% |
| Q1 2022 | $474,000 | -3.5% | 12,908 | 0.0% | 0.19% | -3.1% |
| Q4 2021 | $491,000 | +6.7% | 12,908 | +8.6% | 0.19% | -1.0% |
| Q3 2021 | $460,000 | -2.7% | 11,886 | -0.9% | 0.20% | -4.4% |
| Q2 2021 | $473,000 | – | 11,991 | – | 0.20% | – |
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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% |