SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $247 | +7.9% | 7,109 | 0.0% | 0.19% | +2.1% |
Q4 2022 | $229 | -99.9% | 7,109 | +0.4% | 0.19% | +11.3% |
Q3 2022 | $199,000 | -10.8% | 7,080 | 0.0% | 0.17% | -2.3% |
Q2 2022 | $223,000 | -13.9% | 7,080 | +0.2% | 0.17% | +8.2% |
Q1 2022 | $259,000 | -5.8% | 7,067 | +0.0% | 0.16% | 0.0% |
Q4 2021 | $275,000 | +1.1% | 7,065 | +0.5% | 0.16% | -9.7% |
Q3 2021 | $272,000 | -3.9% | 7,032 | -1.9% | 0.18% | -6.4% |
Q2 2021 | $283,000 | -99.9% | 7,166 | +0.2% | 0.19% | -1.1% |
Q1 2021 | $269,111,000 | +104206.6% | 7,153 | 0.0% | 0.19% | -4.0% |
Q4 2020 | $258,000 | +15.2% | 7,153 | +0.3% | 0.20% | +6.5% |
Q3 2020 | $224,000 | -24.1% | 7,132 | -28.2% | 0.19% | -32.6% |
Q2 2020 | $295,000 | -2.0% | 9,928 | -14.7% | 0.28% | -18.8% |
Q1 2020 | $301,000 | -22.4% | 11,638 | +0.9% | 0.34% | +0.9% |
Q4 2019 | $388,000 | +21.2% | 11,530 | +14.8% | 0.34% | +10.1% |
Q3 2019 | $320,000 | -8.0% | 10,045 | -7.2% | 0.31% | -4.4% |
Q2 2019 | $348,000 | +2.1% | 10,830 | -0.5% | 0.32% | +0.9% |
Q1 2019 | $341,000 | +13.7% | 10,886 | +2.9% | 0.32% | -1.2% |
Q4 2018 | $300,000 | -7.7% | 10,580 | +9.3% | 0.32% | +16.7% |
Q3 2018 | $325,000 | +1.9% | 9,683 | +0.3% | 0.28% | -4.5% |
Q2 2018 | $319,000 | +3.2% | 9,657 | +5.4% | 0.29% | +3.2% |
Q1 2018 | $309,000 | +2.0% | 9,158 | +2.9% | 0.28% | +3.0% |
Q4 2017 | $303,000 | +7.4% | 8,902 | +5.9% | 0.27% | +0.7% |
Q3 2017 | $282,000 | +25.9% | 8,410 | +19.1% | 0.27% | +24.5% |
Q2 2017 | $224,000 | +7.2% | 7,063 | +0.8% | 0.22% | +10.2% |
Q1 2017 | $209,000 | – | 7,010 | – | 0.20% | – |
Download |
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% |