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 | $48,238 | -76.4% | 1,420 | -75.2% | 0.01% | -73.9% |
| Q2 2023 | $204,432 | -46.0% | 5,734 | -47.3% | 0.02% | -48.9% |
| Q1 2023 | $378,912 | +602.3% | 10,888 | +550.0% | 0.04% | +542.9% |
| Q4 2022 | $53,952 | +5295.2% | 1,675 | +4087.5% | 0.01% | – |
| Q3 2022 | $1,000 | -95.5% | 40 | -94.2% | 0.00% | -100.0% |
| Q2 2022 | $22,000 | +2100.0% | 691 | +1627.5% | 0.00% | – |
| Q1 2022 | $1,000 | -98.3% | 40 | -97.4% | 0.00% | -100.0% |
| Q4 2021 | $59,000 | -10.6% | 1,522 | -10.7% | 0.01% | -12.5% |
| Q3 2021 | $66,000 | +6.5% | 1,705 | +8.0% | 0.01% | 0.0% |
| Q2 2021 | $62,000 | +1.6% | 1,578 | -3.1% | 0.01% | 0.0% |
| Q1 2021 | $61,000 | +7.0% | 1,628 | +3.2% | 0.01% | -11.1% |
| Q4 2020 | $57,000 | -1.7% | 1,578 | -14.3% | 0.01% | -10.0% |
| Q3 2020 | $58,000 | +23.4% | 1,842 | +16.7% | 0.01% | +11.1% |
| Q2 2020 | $47,000 | +14.6% | 1,578 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $41,000 | +4000.0% | 1,578 | +3845.0% | 0.01% | – |
| Q4 2019 | $1,000 | -75.0% | 40 | -67.5% | 0.00% | -100.0% |
| Q3 2019 | $4,000 | +300.0% | 123 | +207.5% | 0.00% | – |
| Q2 2019 | $1,000 | -85.7% | 40 | -82.0% | 0.00% | -100.0% |
| Q1 2019 | $7,000 | +250.0% | 222 | +270.0% | 0.00% | – |
| Q4 2018 | $2,000 | -97.5% | 60 | -97.5% | 0.00% | -100.0% |
| Q3 2018 | $80,000 | +3900.0% | 2,392 | +4500.0% | 0.01% | – |
| Q2 2018 | $2,000 | -97.2% | 52 | -97.7% | 0.00% | -100.0% |
| Q2 2017 | $71,000 | -77.3% | 2,234 | -80.3% | 0.01% | -80.6% |
| Q4 2015 | $313,000 | +4371.4% | 11,350 | +5575.0% | 0.07% | +3500.0% |
| Q2 2014 | $7,000 | -72.0% | 200 | -75.4% | 0.00% | -77.8% |
| Q3 2013 | $25,000 | +13.6% | 812 | 0.0% | 0.01% | +50.0% |
| Q2 2013 | $22,000 | – | 812 | – | 0.01% | – |
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% |