SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $4,951,479 | +2.7% | 133,969 | -5.7% | 0.03% | -6.7% |
Q3 2023 | $4,822,961 | -2.7% | 142,019 | +1.1% | 0.03% | -11.8% |
Q2 2023 | $4,956,437 | -4.2% | 140,426 | -5.5% | 0.03% | -10.5% |
Q1 2023 | $5,173,190 | +21.5% | 148,655 | +12.4% | 0.04% | +8.6% |
Q4 2022 | $4,258,740 | +58.6% | 132,218 | +38.5% | 0.04% | +6.1% |
Q3 2022 | $2,686,000 | +21.3% | 95,488 | +35.6% | 0.03% | +17.9% |
Q2 2022 | $2,214,000 | +30.3% | 70,405 | +52.2% | 0.03% | +33.3% |
Q1 2022 | $1,699,000 | +0.7% | 46,268 | +6.6% | 0.02% | 0.0% |
Q4 2021 | $1,688,000 | +49.5% | 43,416 | +48.8% | 0.02% | +40.0% |
Q3 2021 | $1,129,000 | +0.4% | 29,183 | +2.4% | 0.02% | -6.2% |
Q2 2021 | $1,125,000 | +27.8% | 28,508 | +21.9% | 0.02% | -15.8% |
Q1 2021 | $880,000 | +39.9% | 23,379 | +33.8% | 0.02% | +26.7% |
Q4 2020 | $629,000 | +35.3% | 17,474 | +17.9% | 0.02% | +25.0% |
Q3 2020 | $465,000 | -9.7% | 14,822 | -14.4% | 0.01% | -14.3% |
Q2 2020 | $515,000 | +29.1% | 17,314 | +1.5% | 0.01% | +7.7% |
Q1 2020 | $399,000 | -34.6% | 17,063 | -5.9% | 0.01% | -18.8% |
Q4 2019 | $610,000 | +25.3% | 18,124 | +18.8% | 0.02% | +6.7% |
Q3 2019 | $487,000 | +24.6% | 15,254 | +24.7% | 0.02% | +25.0% |
Q2 2019 | $391,000 | -25.0% | 12,229 | -26.7% | 0.01% | -29.4% |
Q1 2019 | $521,000 | +14.3% | 16,673 | +3.0% | 0.02% | -5.6% |
Q4 2018 | $456,000 | -15.1% | 16,180 | +1.2% | 0.02% | -5.3% |
Q3 2018 | $537,000 | +24.3% | 15,985 | +22.3% | 0.02% | -13.6% |
Q2 2018 | $432,000 | -23.7% | 13,072 | -22.0% | 0.02% | -12.0% |
Q1 2018 | $566,000 | +14.6% | 16,756 | +15.6% | 0.02% | +19.0% |
Q4 2017 | $494,000 | +23.5% | 14,492 | +21.4% | 0.02% | +16.7% |
Q3 2017 | $400,000 | +35.6% | 11,939 | +28.5% | 0.02% | +28.6% |
Q2 2017 | $295,000 | +27.2% | 9,290 | +19.5% | 0.01% | +27.3% |
Q1 2017 | $232,000 | -18.6% | 7,774 | -21.5% | 0.01% | 0.0% |
Q3 2016 | $285,000 | – | 9,905 | – | 0.01% | – |
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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% |