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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,505 | -4.7% | 10,645 | 0.0% | 0.24% | -2.8% |
| Q2 2023 | $379,495 | +2.4% | 10,645 | 0.0% | 0.25% | +2.5% |
| Q1 2023 | $370,446 | +8.0% | 10,645 | 0.0% | 0.24% | +3.9% |
| Q4 2022 | $342,875 | +14.7% | 10,645 | 0.0% | 0.23% | +6.0% |
| Q3 2022 | $299,000 | -14.6% | 10,645 | -4.4% | 0.22% | -11.0% |
| Q2 2022 | $350,000 | -84.8% | 11,132 | -82.3% | 0.24% | -82.8% |
| Q1 2022 | $2,305,000 | -14.7% | 62,783 | -9.7% | 1.43% | -9.9% |
| Q4 2021 | $2,702,000 | -7.2% | 69,516 | -7.7% | 1.58% | -10.7% |
| Q3 2021 | $2,913,000 | -1.9% | 75,282 | +0.0% | 1.77% | -5.7% |
| Q2 2021 | $2,970,000 | +7.3% | 75,277 | +2.3% | 1.88% | +4.6% |
| Q1 2021 | $2,768,000 | +1.9% | 73,572 | -2.5% | 1.80% | -15.9% |
| Q4 2020 | $2,716,000 | +11.8% | 75,427 | -2.5% | 2.14% | +4.0% |
| Q3 2020 | $2,430,000 | +4.7% | 77,378 | -0.9% | 2.05% | +2.0% |
| Q2 2020 | $2,322,000 | +23.6% | 78,061 | +7.4% | 2.01% | +4.5% |
| Q1 2020 | $1,878,000 | -10.2% | 72,679 | +16.9% | 1.93% | +8.4% |
| Q4 2019 | $2,091,000 | – | 62,187 | – | 1.78% | – |
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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% |