SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 716 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $416,665 | +4.6% | 10,845 | +0.6% | 0.01% | -16.7% |
| Q4 2023 | $398,429 | +88.2% | 10,780 | +73.0% | 0.01% | +100.0% |
| Q3 2023 | $211,673 | +21.0% | 6,233 | -8.0% | 0.00% | -25.0% |
| Q1 2020 | $175,000 | -22.9% | 6,774 | +0.4% | 0.00% | -20.0% |
| Q4 2019 | $227,000 | +7.6% | 6,745 | +1.8% | 0.01% | 0.0% |
| Q3 2019 | $211,000 | -0.5% | 6,623 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $212,000 | +2.9% | 6,600 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $206,000 | +15.1% | 6,577 | +4.3% | 0.01% | +25.0% |
| Q4 2018 | $179,000 | +11.2% | 6,304 | +31.2% | 0.00% | 0.0% |
| Q3 2017 | $161,000 | +5.2% | 4,805 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $153,000 | +9.3% | 4,805 | +2.3% | 0.00% | 0.0% |
| Q1 2017 | $140,000 | – | 4,697 | – | 0.00% | – |
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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% |