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 | $601,296 | -8.7% | 17,706 | -4.2% | 0.43% | -6.5% |
| Q2 2023 | $658,777 | -0.3% | 18,479 | -2.7% | 0.46% | -10.4% |
| Q1 2023 | $661,026 | -9.9% | 18,995 | -16.6% | 0.51% | +10.8% |
| Q4 2022 | $733,969 | +32.2% | 22,787 | +15.6% | 0.46% | +37.1% |
| Q3 2022 | $555,000 | +0.9% | 19,717 | +12.7% | 0.34% | +5.3% |
| Q2 2022 | $550,000 | – | 17,493 | – | 0.32% | – |
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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% |