SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 815 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,434 | +3.1% | 7,950 | +4.7% | 0.02% | +6.7% |
| Q1 2024 | $296,357 | +5.6% | 7,595 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $280,712 | +2.1% | 7,595 | -6.2% | 0.02% | -6.2% |
| Q3 2023 | $274,975 | -11.8% | 8,097 | -7.4% | 0.02% | -5.9% |
| Q2 2023 | $311,760 | -39.8% | 8,745 | -41.2% | 0.02% | -37.0% |
| Q1 2023 | $517,758 | +5.4% | 14,878 | -2.4% | 0.03% | +8.0% |
| Q4 2022 | $491,215 | +15.3% | 15,250 | +0.8% | 0.02% | -3.8% |
| Q3 2022 | $426,000 | -18.2% | 15,128 | -8.6% | 0.03% | -13.3% |
| Q2 2022 | $521,000 | -12.3% | 16,551 | +2.4% | 0.03% | +7.1% |
| Q1 2022 | $594,000 | -6.5% | 16,170 | -1.0% | 0.03% | -6.7% |
| Q4 2021 | $635,000 | +8.5% | 16,327 | +8.0% | 0.03% | 0.0% |
| Q3 2021 | $585,000 | +5.4% | 15,111 | +7.5% | 0.03% | +7.1% |
| Q2 2021 | $555,000 | +45.3% | 14,063 | +38.4% | 0.03% | +33.3% |
| Q1 2021 | $382,000 | +33.1% | 10,161 | +27.7% | 0.02% | +23.5% |
| Q4 2020 | $287,000 | +14.8% | 7,958 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $250,000 | – | 7,958 | – | 0.02% | – |
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% |