SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,088 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,061,252 | +13.9% | 209,819 | +15.7% | 0.25% | +6.3% |
| Q1 2024 | $7,077,912 | +7.4% | 181,392 | +0.2% | 0.24% | -2.8% |
| Q4 2023 | $6,587,982 | +164.9% | 181,038 | +147.2% | 0.25% | +108.5% |
| Q3 2023 | $2,487,148 | +2.0% | 73,238 | +7.0% | 0.12% | -7.1% |
| Q2 2023 | $2,439,294 | +35.4% | 68,423 | +32.2% | 0.13% | +21.0% |
| Q1 2023 | $1,800,988 | +10.4% | 51,753 | +2.2% | 0.10% | -5.4% |
| Q4 2022 | $1,631,136 | +19.8% | 50,641 | +4.6% | 0.11% | +6.7% |
| Q3 2022 | $1,362,000 | -17.3% | 48,416 | -7.6% | 0.10% | -17.5% |
| Q2 2022 | $1,647,000 | +0.9% | 52,382 | +17.8% | 0.13% | +10.5% |
| Q1 2022 | $1,633,000 | -29.6% | 44,484 | -25.4% | 0.11% | -31.3% |
| Q4 2021 | $2,319,000 | +22.2% | 59,657 | +21.7% | 0.17% | +16.1% |
| Q3 2021 | $1,897,000 | -1.3% | 49,027 | +0.6% | 0.14% | -5.9% |
| Q2 2021 | $1,922,000 | -14.4% | 48,730 | -18.3% | 0.15% | -26.9% |
| Q1 2021 | $2,245,000 | -0.2% | 59,664 | -4.5% | 0.21% | -1.0% |
| Q4 2020 | $2,249,000 | +16.1% | 62,465 | +1.3% | 0.21% | -4.5% |
| Q3 2020 | $1,937,000 | +5.3% | 61,684 | -0.2% | 0.22% | -11.3% |
| Q2 2020 | $1,839,000 | -11.5% | 61,820 | -23.1% | 0.25% | -34.6% |
| Q1 2020 | $2,078,000 | -26.0% | 80,408 | -3.7% | 0.38% | -1.0% |
| Q4 2019 | $2,809,000 | +20.6% | 83,538 | +14.3% | 0.38% | +6.1% |
| Q3 2019 | $2,329,000 | +4.0% | 73,110 | +4.8% | 0.36% | +0.3% |
| Q2 2019 | $2,239,000 | -8.6% | 69,767 | -10.9% | 0.36% | -22.1% |
| Q1 2019 | $2,451,000 | +11.4% | 78,287 | +7.2% | 0.46% | -1.1% |
| Q4 2018 | $2,200,000 | +1.0% | 73,003 | +12.3% | 0.47% | +3.3% |
| Q3 2018 | $2,179,000 | +107.9% | 65,001 | +105.0% | 0.45% | +89.9% |
| Q2 2018 | $1,048,000 | +49.7% | 31,704 | +52.8% | 0.24% | +32.2% |
| Q1 2018 | $700,000 | – | 20,751 | – | 0.18% | – |
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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% |