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 | $654,205 | -8.7% | 19,264 | -4.1% | 0.10% | +5.4% |
| Q2 2023 | $716,208 | +2.8% | 20,090 | +0.3% | 0.09% | +1.1% |
| Q1 2023 | $696,696 | +8.0% | 20,020 | 0.0% | 0.09% | +2.2% |
| Q4 2022 | $644,844 | +13.9% | 20,020 | -0.5% | 0.09% | -1.1% |
| Q3 2022 | $566,000 | -6.6% | 20,122 | +4.5% | 0.09% | -2.2% |
| Q2 2022 | $606,000 | -15.0% | 19,264 | -0.8% | 0.09% | -3.1% |
| Q1 2022 | $713,000 | -5.1% | 19,418 | +0.5% | 0.10% | -4.0% |
| Q4 2021 | $751,000 | -2.5% | 19,314 | 0.0% | 0.10% | -3.8% |
| Q3 2021 | $770,000 | +0.8% | 19,314 | -0.3% | 0.10% | -1.0% |
| Q2 2021 | $764,000 | +4.4% | 19,364 | -0.5% | 0.10% | -3.7% |
| Q1 2021 | $732,000 | +4.6% | 19,452 | 0.0% | 0.11% | -9.9% |
| Q4 2020 | $700,000 | – | 19,452 | – | 0.12% | – |
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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% |