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 2022 | $261,000 | -6.1% | 8,314 | +7.9% | 0.03% | -26.2% |
| Q4 2020 | $278,000 | +18.8% | 7,708 | +3.6% | 0.04% | +20.0% |
| Q3 2020 | $234,000 | -8.9% | 7,441 | -25.3% | 0.04% | -36.4% |
| Q1 2020 | $257,000 | -41.2% | 9,957 | -23.4% | 0.06% | -35.3% |
| Q4 2019 | $437,000 | +19.4% | 12,995 | +13.0% | 0.08% | +10.4% |
| Q3 2019 | $366,000 | -7.6% | 11,495 | -6.8% | 0.08% | -11.5% |
| Q2 2019 | $396,000 | +6.7% | 12,328 | +4.1% | 0.09% | -13.0% |
| Q1 2019 | $371,000 | +7.8% | 11,838 | -2.4% | 0.10% | 0.0% |
| Q4 2018 | $344,000 | – | 12,123 | – | 0.10% | – |
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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% |