SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,624,624 | -7.1% | 68,314 | -5.7% | 0.47% | -6.9% |
| Q1 2024 | $2,826,453 | -13.8% | 72,436 | -18.3% | 0.51% | -18.5% |
| Q4 2023 | $3,277,058 | +32.4% | 88,665 | +21.6% | 0.62% | +11.1% |
| Q3 2023 | $2,475,276 | +7.1% | 72,888 | +12.4% | 0.56% | +12.0% |
| Q2 2023 | $2,311,083 | +6.4% | 64,827 | +3.8% | 0.50% | +2.0% |
| Q1 2023 | $2,172,947 | +68.5% | 62,441 | +56.0% | 0.49% | +70.5% |
| Q4 2022 | $1,289,431 | +62.6% | 40,032 | +42.0% | 0.29% | +42.6% |
| Q3 2022 | $793,000 | +19.2% | 28,184 | +33.3% | 0.20% | +22.4% |
| Q2 2022 | $665,000 | +3.1% | 21,150 | +20.4% | 0.16% | +18.7% |
| Q1 2022 | $645,000 | +10.1% | 17,570 | +16.5% | 0.14% | +13.0% |
| Q4 2021 | $586,000 | +0.5% | 15,083 | +0.2% | 0.12% | -10.2% |
| Q3 2021 | $583,000 | +3.7% | 15,056 | +5.7% | 0.14% | +3.0% |
| Q2 2021 | $562,000 | +7.3% | 14,247 | +2.3% | 0.13% | +4.7% |
| Q1 2021 | $524,000 | +17.2% | 13,932 | +12.2% | 0.13% | +3.3% |
| Q4 2020 | $447,000 | +9.8% | 12,420 | -4.1% | 0.12% | -8.9% |
| Q3 2020 | $407,000 | +41.3% | 12,950 | +16.1% | 0.14% | +27.4% |
| Q1 2020 | $288,000 | – | 11,158 | – | 0.11% | – |
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% |