SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $238,416 | +18.3% | 7,020 | +24.2% | 0.03% | +19.2% |
Q2 2023 | $201,539 | +5.1% | 5,653 | +2.6% | 0.03% | 0.0% |
Q1 2023 | $191,679 | +16.4% | 5,508 | +7.7% | 0.03% | 0.0% |
Q4 2022 | $164,671 | +20.2% | 5,112 | +4.7% | 0.03% | +4.0% |
Q3 2022 | $137,000 | +0.7% | 4,884 | +12.7% | 0.02% | 0.0% |
Q2 2022 | $136,000 | +2620.0% | 4,335 | +2931.5% | 0.02% | +2400.0% |
Q1 2022 | $5,000 | +400.0% | 143 | +472.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | – | 25 | – | 0.00% | – |
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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% |