SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 738 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $240,604 | -9.6% | 6,262 | -8.1% | 0.26% | -12.7% |
Q1 2024 | $266,017 | +3.1% | 6,817 | -2.3% | 0.29% | -3.9% |
Q4 2023 | $257,939 | +5.5% | 6,979 | -3.1% | 0.30% | -6.7% |
Q3 2023 | $244,550 | -4.1% | 7,201 | +0.7% | 0.33% | -16.8% |
Q2 2023 | $254,951 | +3.8% | 7,151 | +1.3% | 0.39% | -0.5% |
Q1 2023 | $245,677 | +8.0% | 7,060 | 0.0% | 0.39% | +1.0% |
Q4 2022 | $227,392 | +15.4% | 7,060 | +0.8% | 0.39% | +8.3% |
Q3 2022 | $197,000 | -35.0% | 7,001 | -27.4% | 0.36% | -27.3% |
Q2 2022 | $303,000 | -13.9% | 9,645 | +0.6% | 0.50% | -1.6% |
Q1 2022 | $352,000 | +1000.0% | 9,588 | +1082.2% | 0.50% | +1126.8% |
Q4 2021 | $32,000 | +6.7% | 811 | +5.6% | 0.04% | +5.1% |
Q3 2021 | $30,000 | +3.4% | 768 | +2.7% | 0.04% | 0.0% |
Q2 2021 | $29,000 | +7.4% | 748 | +5.4% | 0.04% | 0.0% |
Q1 2021 | $27,000 | +12.5% | 710 | +6.0% | 0.04% | +8.3% |
Q4 2020 | $24,000 | +26.3% | 670 | +12.0% | 0.04% | +12.5% |
Q3 2020 | $19,000 | +18.8% | 598 | +11.6% | 0.03% | -5.9% |
Q2 2020 | $16,000 | +23.1% | 536 | +10.3% | 0.03% | +21.4% |
Q1 2020 | $13,000 | -7.1% | 486 | +18.8% | 0.03% | -3.4% |
Q4 2019 | $14,000 | +40.0% | 409 | +25.5% | 0.03% | +31.8% |
Q3 2019 | $10,000 | 0.0% | 326 | +9.8% | 0.02% | -15.4% |
Q2 2019 | $10,000 | -58.3% | 297 | -60.8% | 0.03% | -56.7% |
Q1 2019 | $24,000 | +200.0% | 758 | +182.8% | 0.06% | +130.8% |
Q4 2018 | $8,000 | -11.1% | 268 | +2.7% | 0.03% | -7.1% |
Q3 2018 | $9,000 | 0.0% | 261 | 0.0% | 0.03% | -9.7% |
Q2 2018 | $9,000 | +50.0% | 261 | +39.6% | 0.03% | +47.6% |
Q1 2018 | $6,000 | +50.0% | 187 | +47.2% | 0.02% | +10.5% |
Q4 2017 | $4,000 | 0.0% | 127 | +2.4% | 0.02% | -5.0% |
Q3 2017 | $4,000 | 0.0% | 124 | 0.0% | 0.02% | -9.1% |
Q2 2017 | $4,000 | – | 124 | – | 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% |