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 | $244,985 | +8.3% | 6,376 | +10.0% | 0.02% | +5.0% |
| Q1 2024 | $226,257 | +3.2% | 5,798 | -2.3% | 0.02% | -4.8% |
| Q4 2023 | $219,302 | +7.1% | 5,933 | +3.3% | 0.02% | +10.5% |
| Q2 2023 | $204,850 | -90.4% | 5,746 | -92.4% | 0.02% | -92.0% |
| Q3 2022 | $2,139,000 | -21.5% | 76,039 | -12.2% | 0.24% | -17.1% |
| Q2 2022 | $2,724,000 | -18.7% | 86,610 | -5.1% | 0.29% | -3.0% |
| Q1 2022 | $3,350,000 | -1.4% | 91,223 | +4.4% | 0.30% | +10.0% |
| Q4 2021 | $3,396,000 | +5.8% | 87,371 | +5.4% | 0.27% | -2.9% |
| Q3 2021 | $3,209,000 | +5.0% | 82,915 | +7.0% | 0.28% | +6.5% |
| Q2 2021 | $3,057,000 | +6.2% | 77,501 | +5.9% | 0.26% | +4.4% |
| Q1 2021 | $2,879,000 | +21.4% | 73,209 | +11.2% | 0.25% | +10.2% |
| Q4 2020 | $2,371,000 | +20.8% | 65,846 | +5.4% | 0.23% | +6.1% |
| Q3 2020 | $1,963,000 | – | 62,500 | – | 0.21% | – |
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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% |