SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,460 | -2.2% | 428,412 | -0.7% | 1.27% | -3.0% |
| Q1 2024 | $16,835 | +7.1% | 431,446 | +1.4% | 1.31% | +3.1% |
| Q4 2023 | $15,722 | +10.0% | 425,381 | +1.1% | 1.27% | -0.2% |
| Q3 2023 | $14,290 | -2.7% | 420,791 | +2.1% | 1.27% | +2.4% |
| Q2 2023 | $14,690 | +2.9% | 412,065 | +0.5% | 1.24% | -2.3% |
| Q1 2023 | $14,271 | +7.7% | 410,088 | -0.4% | 1.27% | +1.0% |
| Q4 2022 | $13,256 | -99.9% | 411,550 | +0.1% | 1.26% | +8.6% |
| Q3 2022 | $11,566,000 | -9.6% | 411,164 | +1.0% | 1.16% | -4.4% |
| Q2 2022 | $12,800,000 | -13.6% | 407,010 | +0.9% | 1.21% | -0.1% |
| Q1 2022 | $14,810,000 | -3.2% | 403,328 | +2.5% | 1.21% | +5.1% |
| Q4 2021 | $15,302,000 | +2.6% | 393,661 | +2.2% | 1.15% | -7.2% |
| Q3 2021 | $14,910,000 | +0.5% | 385,284 | +2.5% | 1.24% | -1.7% |
| Q2 2021 | $14,835,000 | +4.9% | 376,039 | -0.0% | 1.26% | -4.0% |
| Q1 2021 | $14,148,000 | +9.2% | 376,078 | +4.5% | 1.32% | +3.1% |
| Q4 2020 | $12,958,000 | +15.6% | 359,840 | +0.8% | 1.28% | +3.1% |
| Q3 2020 | $11,207,000 | +6.3% | 356,913 | +0.8% | 1.24% | -1.9% |
| Q2 2020 | $10,538,000 | +11.3% | 354,217 | -3.3% | 1.26% | -3.8% |
| Q1 2020 | $9,467,000 | -23.6% | 366,360 | -0.5% | 1.31% | -3.5% |
| Q4 2019 | $12,384,000 | +10.9% | 368,229 | +5.0% | 1.36% | +0.9% |
| Q3 2019 | $11,169,000 | +10.5% | 350,562 | +11.3% | 1.35% | +7.9% |
| Q2 2019 | $10,104,000 | +21.1% | 314,878 | +18.2% | 1.25% | +12.9% |
| Q1 2019 | $8,341,000 | +37.1% | 266,393 | +24.1% | 1.11% | +21.4% |
| Q4 2018 | $6,085,000 | -26.5% | 214,648 | -13.0% | 0.91% | -17.3% |
| Q3 2018 | $8,275,000 | +18.6% | 246,791 | +16.9% | 1.10% | +10.3% |
| Q2 2018 | $6,978,000 | +33.2% | 211,136 | +35.9% | 1.00% | +25.7% |
| Q1 2018 | $5,238,000 | +128.0% | 155,370 | +130.5% | 0.80% | +123.3% |
| Q4 2017 | $2,297,000 | – | 67,415 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
| Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
| TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
| ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
| Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
| Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
| FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
| Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
| Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
| Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |