SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,808,439 | +2.8% | 437,492 | +4.4% | 0.02% | 0.0% |
Q1 2024 | $16,355,714 | +15.3% | 419,162 | +9.2% | 0.02% | +4.3% |
Q4 2023 | $14,182,872 | +13.8% | 383,736 | +4.6% | 0.02% | 0.0% |
Q3 2023 | $12,460,702 | -6.2% | 366,923 | -1.5% | 0.02% | 0.0% |
Q2 2023 | $13,281,879 | +7.2% | 372,563 | +4.6% | 0.02% | 0.0% |
Q1 2023 | $12,394,367 | +5.0% | 356,160 | -2.9% | 0.02% | -4.2% |
Q4 2022 | $11,809,499 | +68.4% | 366,641 | +47.1% | 0.02% | +50.0% |
Q3 2022 | $7,012,000 | -43.8% | 249,268 | -37.2% | 0.02% | -40.7% |
Q2 2022 | $12,474,000 | -11.3% | 396,625 | +3.6% | 0.03% | 0.0% |
Q1 2022 | $14,064,000 | -12.8% | 383,010 | -7.7% | 0.03% | -10.0% |
Q4 2021 | $16,121,000 | +4.3% | 414,747 | +3.8% | 0.03% | -3.2% |
Q3 2021 | $15,459,000 | -2.1% | 399,455 | -0.2% | 0.03% | -3.1% |
Q2 2021 | $15,786,000 | +5.5% | 400,154 | +0.6% | 0.03% | -5.9% |
Q1 2021 | $14,965,000 | -3.6% | 397,785 | -7.7% | 0.03% | -12.8% |
Q4 2020 | $15,524,000 | +29.7% | 431,110 | +13.1% | 0.04% | +14.7% |
Q3 2020 | $11,973,000 | -7.9% | 381,296 | -12.7% | 0.03% | -17.1% |
Q2 2020 | $12,999,000 | +23.7% | 436,952 | +7.4% | 0.04% | -10.9% |
Q1 2020 | $10,510,000 | -15.9% | 406,751 | +9.5% | 0.05% | +15.0% |
Q4 2019 | $12,496,000 | +2.0% | 371,559 | -3.4% | 0.04% | -9.1% |
Q3 2019 | $12,251,000 | -34.5% | 384,528 | -34.0% | 0.04% | -38.9% |
Q2 2019 | $18,705,000 | -31.1% | 582,880 | -32.8% | 0.07% | -35.7% |
Q1 2019 | $27,143,000 | +29.4% | 866,904 | +38.6% | 0.11% | +17.9% |
Q3 2018 | $20,975,000 | -0.1% | 625,563 | -1.5% | 0.10% | -11.2% |
Q2 2018 | $20,996,000 | -25.2% | 635,296 | -23.7% | 0.11% | -33.5% |
Q1 2018 | $28,064,000 | +10.9% | 832,520 | +12.1% | 0.16% | +1.9% |
Q4 2017 | $25,299,000 | +10.1% | 742,568 | +8.1% | 0.16% | +7.5% |
Q3 2017 | $22,983,000 | +55.6% | 686,698 | +47.7% | 0.15% | +44.1% |
Q2 2017 | $14,771,000 | +25.1% | 464,801 | +17.6% | 0.10% | +13.3% |
Q1 2017 | $11,808,000 | +33.1% | 395,336 | +23.4% | 0.09% | +21.6% |
Q4 2016 | $8,869,000 | -8.1% | 320,423 | -4.4% | 0.07% | -14.0% |
Q3 2016 | $9,654,000 | +2.6% | 335,335 | -3.4% | 0.09% | -5.5% |
Q2 2016 | $9,412,000 | +4.9% | 347,206 | +4.9% | 0.09% | -11.7% |
Q1 2016 | $8,969,000 | +5.4% | 330,871 | +7.1% | 0.10% | +3.0% |
Q4 2015 | $8,512,000 | +2.7% | 308,887 | +2.0% | 0.10% | -28.1% |
Q3 2015 | $8,287,000 | +1138.7% | 302,794 | +1132.7% | 0.14% | +595.0% |
Q2 2013 | $669,000 | – | 24,563 | – | 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% |