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 | $236,804 | -5.1% | 6,973 | -0.4% | 0.03% | 0.0% |
| Q2 2023 | $249,622 | -2.0% | 7,002 | -4.3% | 0.03% | -10.3% |
| Q1 2023 | $254,597 | +8.6% | 7,316 | +0.5% | 0.03% | 0.0% |
| Q4 2022 | $234,392 | +10.0% | 7,277 | -3.8% | 0.03% | 0.0% |
| Q3 2022 | $213,000 | -17.8% | 7,565 | -8.0% | 0.03% | -14.7% |
| Q2 2022 | $259,000 | -31.7% | 8,224 | -21.8% | 0.03% | -34.6% |
| Q4 2020 | $379,000 | +6.5% | 10,513 | -7.3% | 0.05% | -10.3% |
| Q3 2020 | $356,000 | +6.0% | 11,341 | +0.3% | 0.06% | -4.9% |
| Q2 2020 | $336,000 | -7.7% | 11,304 | -19.7% | 0.06% | -11.6% |
| Q1 2020 | $364,000 | -23.0% | 14,072 | +0.1% | 0.07% | +6.2% |
| Q4 2019 | $473,000 | +5.8% | 14,056 | +0.2% | 0.06% | -3.0% |
| Q3 2019 | $447,000 | – | 14,025 | – | 0.07% | – |
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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% |