SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7 | -12.5% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $8 | +14.3% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6 | -99.9% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | -16.7% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | -12.5% | 195 | 0.0% | 0.00% | -33.3% |
Q4 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $8,000 | +14.3% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -28.6% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | -25.0% |
Q1 2018 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $7,000 | 0.0% | 195 | -22.3% | 0.00% | 0.0% |
Q1 2017 | $7,000 | -63.2% | 251 | -63.0% | 0.00% | -66.7% |
Q4 2016 | $19,000 | +216.7% | 678 | +216.8% | 0.01% | +200.0% |
Q3 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | +200.0% | 214 | +282.1% | 0.00% | +300.0% |
Q2 2015 | $2,000 | -50.0% | 56 | -61.4% | 0.00% | -50.0% |
Q1 2015 | $4,000 | 0.0% | 145 | +3.6% | 0.00% | 0.0% |
Q4 2014 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $4,000 | -42.9% | 140 | 0.0% | 0.00% | -33.3% |
Q2 2014 | $7,000 | +600.0% | 140 | +636.8% | 0.00% | +200.0% |
Q1 2014 | $1,000 | 0.0% | 19 | -90.3% | 0.00% | – |
Q4 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | -100.0% |
Q3 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $1,000 | – | 195 | – | 0.00% | – |
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% |