SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $222,930 | +8.8% | 5,796 | +10.5% | 0.01% | 0.0% |
| Q1 2024 | $204,914 | +0.3% | 5,245 | -8.4% | 0.01% | -25.0% |
| Q2 2023 | $204,380 | -14.2% | 5,727 | -16.2% | 0.01% | -20.0% |
| Q1 2023 | $238,074 | +52.6% | 6,834 | +38.0% | 0.01% | +25.0% |
| Q2 2022 | $156,000 | -17.5% | 4,952 | -3.6% | 0.01% | 0.0% |
| Q1 2022 | $189,000 | -17.8% | 5,139 | -11.6% | 0.01% | -33.3% |
| Q2 2021 | $230,000 | +2.7% | 5,816 | -2.0% | 0.01% | -7.7% |
| Q1 2021 | $224,000 | -14.5% | 5,932 | -18.4% | 0.01% | -27.8% |
| Q4 2020 | $262,000 | +20.7% | 7,271 | -0.1% | 0.02% | -5.3% |
| Q2 2020 | $217,000 | -5.7% | 7,279 | +6.5% | 0.02% | +5.6% |
| Q4 2019 | $230,000 | +9.5% | 6,835 | +3.7% | 0.02% | -18.2% |
| Q3 2019 | $210,000 | – | 6,588 | – | 0.02% | – |
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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% |