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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,372,810 | +2.4% | 38,508 | 0.0% | 1.15% | -3.4% |
| Q1 2023 | $1,340,078 | +8.0% | 38,508 | 0.0% | 1.19% | -1.3% |
| Q4 2022 | $1,240,343 | -42.2% | 38,508 | -49.5% | 1.21% | -49.0% |
| Q3 2022 | $2,147,000 | -44.7% | 76,324 | -38.1% | 2.36% | -41.5% |
| Q2 2022 | $3,880,000 | +0.5% | 123,363 | +17.3% | 4.04% | +16.1% |
| Q1 2022 | $3,861,000 | +208.1% | 105,142 | +226.1% | 3.48% | +210.1% |
| Q4 2021 | $1,253,000 | +0.4% | 32,244 | 0.0% | 1.12% | -4.3% |
| Q3 2021 | $1,248,000 | -1.9% | 32,244 | 0.0% | 1.17% | -0.7% |
| Q2 2021 | $1,272,000 | – | 32,244 | – | 1.18% | – |
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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% |