SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 738 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $22,670,320 | -0.5% | 590,065 | +1.0% | 1.13% | +0.4% |
Q1 2024 | $22,794,465 | +5.2% | 584,174 | -0.4% | 1.13% | -3.6% |
Q4 2023 | $21,668,362 | +12.2% | 586,265 | +2.3% | 1.17% | -0.2% |
Q3 2023 | $19,311,334 | -4.2% | 573,037 | +1.0% | 1.17% | -0.4% |
Q2 2023 | $20,167,255 | +7.3% | 567,452 | +5.0% | 1.18% | -1.3% |
Q1 2023 | $18,801,021 | +10.2% | 540,259 | +2.0% | 1.19% | +3.5% |
Q4 2022 | $17,061,361 | +19.9% | 529,691 | +4.7% | 1.15% | +5.7% |
Q3 2022 | $14,228,000 | -5.6% | 505,799 | +5.5% | 1.09% | -2.6% |
Q2 2022 | $15,075,000 | -9.1% | 479,348 | +6.1% | 1.12% | +2.7% |
Q1 2022 | $16,583,000 | -0.7% | 451,596 | +5.1% | 1.09% | -8.0% |
Q4 2021 | $16,702,000 | +10.0% | 429,693 | +9.5% | 1.19% | -1.4% |
Q3 2021 | $15,187,000 | +2.1% | 392,429 | +4.1% | 1.20% | +0.4% |
Q2 2021 | $14,877,000 | +11.4% | 377,116 | +6.2% | 1.20% | +3.3% |
Q1 2021 | $13,360,000 | +4.7% | 355,135 | +0.2% | 1.16% | -4.5% |
Q4 2020 | $12,763,000 | +16.2% | 354,415 | +1.4% | 1.22% | -2.1% |
Q3 2020 | $10,980,000 | -2.2% | 349,685 | -7.3% | 1.24% | -11.0% |
Q2 2020 | $11,227,000 | +21.9% | 377,392 | +5.9% | 1.39% | +0.6% |
Q1 2020 | $9,211,000 | -21.8% | 356,445 | +1.8% | 1.38% | +9.7% |
Q4 2019 | $11,772,000 | +18.9% | 350,043 | +12.7% | 1.26% | +2.6% |
Q3 2019 | $9,898,000 | +9.9% | 310,671 | +10.7% | 1.23% | +12.2% |
Q2 2019 | $9,008,000 | +15.6% | 280,696 | +12.8% | 1.10% | +9.3% |
Q1 2019 | $7,790,000 | +54.3% | 248,801 | +39.7% | 1.00% | +32.1% |
Q4 2018 | $5,049,000 | -70.1% | 178,089 | -64.7% | 0.76% | -66.4% |
Q3 2018 | $16,895,000 | +5.8% | 503,875 | +4.3% | 2.26% | +0.6% |
Q2 2018 | $15,964,000 | +2.2% | 483,030 | +4.2% | 2.24% | +1.4% |
Q1 2018 | $15,626,000 | +3.8% | 463,540 | +4.9% | 2.22% | +3.6% |
Q4 2017 | $15,051,000 | +7.2% | 441,770 | +5.3% | 2.14% | +0.4% |
Q3 2017 | $14,045,000 | +10.6% | 419,624 | +5.0% | 2.13% | +5.8% |
Q2 2017 | $12,695,000 | +55.9% | 399,477 | +46.6% | 2.01% | +44.1% |
Q1 2017 | $8,141,000 | +23.9% | 272,543 | +14.9% | 1.40% | +13.9% |
Q4 2016 | $6,568,000 | -8.6% | 237,285 | -4.9% | 1.23% | -16.4% |
Q3 2016 | $7,185,000 | +8.4% | 249,562 | +2.1% | 1.47% | +2.7% |
Q2 2016 | $6,626,000 | +6.0% | 244,409 | +6.0% | 1.43% | +1.0% |
Q1 2016 | $6,249,000 | +10.3% | 230,509 | +12.2% | 1.42% | +3.4% |
Q4 2015 | $5,664,000 | +28.0% | 205,508 | +27.1% | 1.37% | +19.7% |
Q3 2015 | $4,425,000 | -4.2% | 161,690 | +6.2% | 1.14% | +0.3% |
Q2 2015 | $4,617,000 | +10.6% | 152,222 | +10.3% | 1.14% | +4.3% |
Q1 2015 | $4,174,000 | +7.4% | 138,062 | +2.7% | 1.09% | +2.1% |
Q4 2014 | $3,886,000 | +5.7% | 134,431 | +13.4% | 1.07% | -1.3% |
Q3 2014 | $3,676,000 | -3.1% | 118,502 | +3.0% | 1.08% | -3.1% |
Q2 2014 | $3,794,000 | +8.6% | 115,044 | +3.8% | 1.12% | +0.4% |
Q1 2014 | $3,492,000 | +4.6% | 110,862 | +4.7% | 1.11% | +1.2% |
Q4 2013 | $3,339,000 | +8.0% | 105,907 | +4.1% | 1.10% | -2.0% |
Q3 2013 | $3,092,000 | +17.2% | 101,738 | +5.0% | 1.12% | +6.6% |
Q2 2013 | $2,639,000 | – | 96,873 | – | 1.05% | – |
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% |