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 | $519,438 | -9.2% | 13,520 | -7.8% | 0.01% | -16.7% |
| Q1 2024 | $572,228 | +1.4% | 14,665 | -3.9% | 0.01% | -14.3% |
| Q4 2023 | $564,180 | +0.2% | 15,265 | -7.9% | 0.01% | -12.5% |
| Q3 2023 | $562,819 | -6.7% | 16,573 | -2.1% | 0.01% | -11.1% |
| Q2 2023 | $603,448 | +4.8% | 16,927 | +2.3% | 0.01% | 0.0% |
| Q1 2023 | $575,836 | -22.1% | 16,547 | -27.9% | 0.01% | -30.8% |
| Q4 2022 | $738,865 | +35.8% | 22,939 | +18.7% | 0.01% | +18.2% |
| Q3 2022 | $544,000 | -28.8% | 19,330 | -20.4% | 0.01% | -26.7% |
| Q2 2022 | $764,000 | +242.6% | 24,298 | +224.8% | 0.02% | +150.0% |
| Q2 2020 | $223,000 | +5.2% | 7,482 | -8.8% | 0.01% | -25.0% |
| Q1 2020 | $212,000 | -77.8% | 8,206 | -71.0% | 0.01% | -71.4% |
| Q4 2019 | $953,000 | – | 28,326 | – | 0.03% | – |
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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% |