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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,329 | -16.2% | 6,665 | -12.0% | 0.20% | -13.1% |
| Q2 2023 | $270,015 | +2.4% | 7,574 | 0.0% | 0.24% | -3.7% |
| Q1 2023 | $263,577 | +8.0% | 7,574 | +1310.4% | 0.24% | -0.4% |
| Q4 2022 | $243,961 | +14.5% | 537 | +3.9% | 0.25% | +2.1% |
| Q3 2022 | $213,000 | -10.5% | 517 | -3.0% | 0.24% | -5.9% |
| Q2 2022 | $238,000 | -14.4% | 533 | -4.8% | 0.26% | 0.0% |
| Q1 2022 | $278,000 | -5.4% | 560 | -1.8% | 0.26% | +1.2% |
| Q4 2021 | $294,000 | – | 570 | – | 0.25% | – |
Download | ||||||
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% |