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 | $4,049,700 | -0.5% | 119,214 | +4.5% | 1.78% | -0.4% |
| Q2 2023 | $4,068,735 | +7.3% | 114,130 | +5.7% | 1.79% | +2.9% |
| Q1 2023 | $3,791,529 | +11.7% | 107,990 | +3.2% | 1.74% | +6.2% |
| Q4 2022 | $3,394,017 | +30.9% | 104,689 | +17.2% | 1.64% | +28.5% |
| Q3 2022 | $2,592,000 | +112.8% | 89,311 | +130.3% | 1.28% | +140.1% |
| Q2 2022 | $1,218,000 | -15.2% | 38,782 | 0.0% | 0.53% | -5.7% |
| Q1 2022 | $1,436,000 | -5.3% | 38,782 | 0.0% | 0.56% | +3.1% |
| Q4 2021 | $1,517,000 | +2.8% | 38,782 | +1.7% | 0.55% | -6.5% |
| Q3 2021 | $1,476,000 | – | 38,136 | – | 0.58% | – |
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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% |