Compass Financial Group, INC/SD - SCHWAB STRATEGIC TR ownership

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
Compass Financial Group, INC/SD ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$303,457
-11.1%
8,210
-18.3%
0.08%
-21.6%
Q3 2023$341,230
-7.3%
10,048
-2.7%
0.10%
-6.4%
Q2 2023$368,015
-8.8%
10,323
-11.0%
0.11%
-17.4%
Q1 2023$403,610
+3.2%
11,598
-4.3%
0.13%
-6.4%
Q4 2022$391,00012,1250.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Leverty Financial Group, LLC 932,097$29,314,00027.32%
Global Strategic Investment Solutions, LLC 10,494,219$330,043,00023.75%
TimeScale Financial, Inc. 2,700,017$84,916,00023.28%
Guardian Financial Partners, LLC 479,538$15,081,00016.90%
Matrix Trust Co 1,878,398$59,076,00016.31%
ACT WEALTH MANAGEMENT, LLC 703,096$22,112,00014.46%
Evergreen Advisors, LLC 1,008,388$31,714,00012.77%
REGENTATLANTIC CAPITAL LLC 11,021,090$346,613,00011.42%
Riverpoint Wealth Management Holdings, LLC 896,934$28,209,00011.36%
Flower City Capital 360,691$11,344,00011.03%
View complete list of SCHWAB STRATEGIC TR shareholders