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 | $106,668 | -14.4% | 3,141 | -10.1% | 0.03% | -9.1% |
| Q2 2023 | $124,597 | +16.5% | 3,495 | +13.8% | 0.03% | +10.0% |
| Q1 2023 | $106,906 | +1458.2% | 3,072 | +1342.3% | 0.03% | +1400.0% |
| Q4 2022 | $6,861 | -23.8% | 213 | -31.3% | 0.00% | -33.3% |
| Q3 2022 | $9,000 | -10.0% | 310 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -59.3% | 310 | -69.4% | 0.00% | -83.3% |
| Q1 2020 | $27,000 | -22.9% | 1,012 | 0.0% | 0.02% | -21.7% |
| Q4 2019 | $35,000 | – | 1,012 | – | 0.02% | – |
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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% |