SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 848 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,618,964 | -1.7% | 302,420 | -0.2% | 1.47% | -6.5% |
Q1 2024 | $11,819,262 | +5.2% | 302,903 | -0.4% | 1.57% | -1.5% |
Q4 2023 | $11,237,306 | -26.5% | 304,040 | -32.5% | 1.60% | -31.5% |
Q3 2023 | $15,296,130 | +89.4% | 450,416 | +98.8% | 2.33% | +104.4% |
Q2 2023 | $8,075,298 | +4.8% | 226,516 | +2.3% | 1.14% | -2.5% |
Q1 2023 | $7,702,778 | +7.0% | 221,344 | -0.9% | 1.17% | +4.1% |
Q4 2022 | $7,197,524 | +46.0% | 223,456 | +27.5% | 1.12% | +36.5% |
Q3 2022 | $4,930,000 | -27.0% | 175,274 | -18.4% | 0.82% | -25.3% |
Q2 2022 | $6,751,000 | -7.2% | 214,666 | +8.4% | 1.10% | +8.7% |
Q1 2022 | $7,274,000 | -0.3% | 198,106 | +5.6% | 1.01% | +3.6% |
Q4 2021 | $7,294,000 | +1.4% | 187,651 | +1.0% | 0.98% | -9.2% |
Q3 2021 | $7,190,000 | -2.3% | 185,777 | -0.5% | 1.08% | -20.1% |
Q2 2021 | $7,363,000 | +6.4% | 186,641 | +1.5% | 1.35% | -9.2% |
Q1 2021 | $6,919,000 | +2.9% | 183,910 | -1.5% | 1.49% | -3.5% |
Q4 2020 | $6,726,000 | +19.8% | 186,784 | +4.4% | 1.54% | +8.8% |
Q3 2020 | $5,616,000 | +5.7% | 178,853 | +0.2% | 1.42% | -14.7% |
Q2 2020 | $5,313,000 | +15.7% | 178,582 | +0.5% | 1.66% | -15.7% |
Q1 2020 | $4,593,000 | +111.5% | 177,765 | +175.3% | 1.97% | +152.8% |
Q4 2019 | $2,172,000 | +1.7% | 64,575 | -3.7% | 0.78% | -2.9% |
Q3 2019 | $2,136,000 | -0.7% | 67,039 | 0.0% | 0.80% | -5.4% |
Q2 2019 | $2,151,000 | -7.4% | 67,039 | -9.6% | 0.85% | -16.4% |
Q1 2019 | $2,323,000 | +11.6% | 74,187 | +1.1% | 1.02% | +21.0% |
Q4 2018 | $2,081,000 | +261.3% | 73,389 | +326.9% | 0.84% | +382.2% |
Q3 2018 | $576,000 | -7.2% | 17,191 | -8.6% | 0.17% | -16.3% |
Q2 2018 | $621,000 | -20.8% | 18,804 | -19.2% | 0.21% | -27.5% |
Q1 2018 | $784,000 | -13.2% | 23,258 | -12.3% | 0.29% | -31.8% |
Q4 2017 | $903,000 | -21.6% | 26,514 | -23.0% | 0.42% | -23.7% |
Q3 2017 | $1,152,000 | +2.9% | 34,414 | -2.3% | 0.55% | -11.4% |
Q2 2017 | $1,119,000 | +6.0% | 35,215 | -0.4% | 0.62% | +14.5% |
Q1 2017 | $1,056,000 | +4.6% | 35,357 | 0.0% | 0.54% | -1.4% |
Q4 2016 | $1,010,000 | +6.4% | 35,357 | +7.2% | 0.55% | +28.4% |
Q3 2016 | $949,000 | +9.1% | 32,984 | +2.8% | 0.43% | +1.9% |
Q2 2016 | $870,000 | +17.3% | 32,084 | +17.2% | 0.42% | +11.9% |
Q1 2016 | $742,000 | – | 27,378 | – | 0.38% | – |
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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% |