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 | $6,934,921 | -12.3% | 205,784 | -5.3% | 0.70% | -17.6% |
| Q2 2023 | $7,907,219 | +12.2% | 217,291 | +7.9% | 0.85% | -8.5% |
| Q1 2023 | $7,050,402 | +5.2% | 201,325 | +0.4% | 0.93% | -7.3% |
| Q4 2022 | $6,699,808 | +66.7% | 200,533 | +40.4% | 1.00% | +24.1% |
| Q3 2022 | $4,019,000 | +462.9% | 142,864 | +529.2% | 0.81% | +424.7% |
| Q2 2022 | $714,000 | +227.5% | 22,705 | +286.5% | 0.15% | +214.3% |
| Q1 2022 | $218,000 | 0.0% | 5,874 | +5.5% | 0.05% | -26.9% |
| Q4 2021 | $218,000 | – | 5,567 | – | 0.07% | – |
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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% |