SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,303,575 | -3.4% | 216,126 | -1.9% | 0.63% | -4.3% |
Q1 2024 | $8,596,394 | +9.2% | 220,307 | +3.4% | 0.66% | +2.0% |
Q4 2023 | $7,871,021 | +12.4% | 212,961 | +3.3% | 0.64% | -0.9% |
Q3 2023 | $7,002,036 | +4.3% | 206,185 | +9.5% | 0.65% | +9.6% |
Q2 2023 | $6,713,957 | +13.9% | 188,330 | +11.2% | 0.59% | +7.6% |
Q1 2023 | $5,894,377 | +29.5% | 169,379 | +19.8% | 0.55% | +21.4% |
Q4 2022 | $4,552,969 | +11.6% | 141,353 | -2.5% | 0.45% | +1.3% |
Q3 2022 | $4,080,000 | -12.1% | 145,027 | -1.7% | 0.45% | -7.5% |
Q2 2022 | $4,640,000 | -18.4% | 147,528 | -4.8% | 0.48% | -0.8% |
Q1 2022 | $5,688,000 | -6.1% | 154,899 | -0.6% | 0.49% | -3.4% |
Q4 2021 | $6,059,000 | +2.3% | 155,877 | +1.8% | 0.50% | -10.3% |
Q3 2021 | $5,925,000 | -2.0% | 153,111 | -0.1% | 0.56% | +19.6% |
Q2 2021 | $6,044,000 | +10.6% | 153,214 | +5.5% | 0.47% | -15.3% |
Q1 2021 | $5,463,000 | +13.9% | 145,216 | +9.0% | 0.56% | +0.4% |
Q4 2020 | $4,796,000 | +13.5% | 133,180 | -1.0% | 0.55% | -11.1% |
Q3 2020 | $4,226,000 | +33.1% | 134,584 | +26.1% | 0.62% | +17.1% |
Q2 2020 | $3,175,000 | +14.2% | 106,739 | -0.8% | 0.53% | -4.3% |
Q1 2020 | $2,780,000 | -25.6% | 107,584 | -3.2% | 0.56% | -6.6% |
Q4 2019 | $3,736,000 | +6.3% | 111,089 | +0.7% | 0.59% | -1.0% |
Q3 2019 | $3,515,000 | -1.3% | 110,325 | -0.6% | 0.60% | -2.9% |
Q2 2019 | $3,562,000 | +3.5% | 111,010 | +1.0% | 0.62% | +1.8% |
Q1 2019 | $3,442,000 | +18.5% | 109,917 | +7.3% | 0.61% | +2.2% |
Q4 2018 | $2,905,000 | -7.7% | 102,455 | +9.1% | 0.59% | 0.0% |
Q3 2018 | $3,148,000 | +1.5% | 93,897 | +0.0% | 0.59% | -5.1% |
Q2 2018 | $3,103,000 | -2.0% | 93,883 | -0.1% | 0.63% | -2.5% |
Q1 2018 | $3,166,000 | +5.9% | 93,931 | +7.0% | 0.64% | +8.6% |
Q4 2017 | $2,991,000 | – | 87,799 | – | 0.59% | – |
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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% |