SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,088 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,262,279 | +9.4% | 136,967 | +11.1% | 2.26% | +8.8% |
| Q1 2024 | $4,809,618 | +25.3% | 123,260 | +18.7% | 2.08% | +15.2% |
| Q4 2023 | $3,837,964 | -87.3% | 103,841 | +16.6% | 1.80% | -87.6% |
| Q3 2023 | $30,124,236 | +1045.7% | 89,052 | +20.7% | 14.56% | +851.9% |
| Q2 2023 | $2,629,354 | +59.2% | 73,754 | +56.9% | 1.53% | +50.5% |
| Q1 2023 | $1,651,162 | +34.3% | 47,004 | +23.2% | 1.02% | +27.5% |
| Q4 2022 | $1,229,033 | +28.0% | 38,156 | +11.7% | 0.80% | +24.7% |
| Q3 2022 | $960,000 | +3.0% | 34,153 | +15.2% | 0.64% | +11.5% |
| Q2 2022 | $932,000 | -9.7% | 29,647 | +5.4% | 0.57% | -19.6% |
| Q1 2022 | $1,032,000 | +1.8% | 28,117 | +7.8% | 0.71% | +9.2% |
| Q4 2021 | $1,014,000 | – | 26,080 | – | 0.65% | – |
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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% |