SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 815 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,163 | +11.8% | 32,630 | +9.3% | 0.13% | +3.3% |
Q1 2023 | $1,040 | +40.2% | 29,864 | +29.7% | 0.12% | +56.4% |
Q4 2022 | $742 | -99.9% | 23,021 | -5.3% | 0.08% | +4.0% |
Q3 2022 | $684,000 | -23.4% | 24,307 | -14.3% | 0.08% | -37.5% |
Q2 2022 | $893,000 | -13.3% | 28,368 | +0.8% | 0.12% | +31.9% |
Q1 2022 | $1,030,000 | -6.5% | 28,132 | -0.5% | 0.09% | +1.1% |
Q4 2021 | $1,102,000 | +40.9% | 28,283 | +40.0% | 0.09% | +40.6% |
Q3 2021 | $782,000 | +72.2% | 20,200 | +74.9% | 0.06% | +12.3% |
Q2 2021 | $454,000 | +24.4% | 11,549 | +19.6% | 0.06% | 0.0% |
Q1 2021 | $365,000 | +24.6% | 9,653 | +17.7% | 0.06% | +21.3% |
Q4 2020 | $293,000 | +52.6% | 8,198 | +33.6% | 0.05% | -19.0% |
Q3 2020 | $192,000 | -12.7% | 6,135 | -11.0% | 0.06% | +18.4% |
Q3 2019 | $220,000 | – | 6,897 | – | 0.05% | – |
Download |
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% |