SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 951 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,540 | +5.4% | 222 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7,151 | 0.0% | 222 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,151 | 0.0% | 222 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,151 | -28.5% | 222 | -36.2% | 0.00% | -33.3% |
Q3 2022 | $10,000 | -9.1% | 348 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $11,000 | +120.0% | 348 | +176.2% | 0.00% | +200.0% |
Q1 2022 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | 0.0% | 126 | 0.0% | 0.00% | -50.0% |
Q4 2020 | $5,000 | -94.4% | 126 | -95.5% | 0.00% | -88.2% |
Q3 2020 | $89,000 | +641.7% | 2,826 | +594.3% | 0.02% | +240.0% |
Q2 2020 | $12,000 | +9.1% | 407 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $11,000 | -21.4% | 407 | 0.0% | 0.01% | -16.7% |
Q4 2019 | $14,000 | +7.7% | 407 | 0.0% | 0.01% | +50.0% |
Q3 2019 | $13,000 | 0.0% | 407 | 0.0% | 0.00% | -20.0% |
Q2 2019 | $13,000 | +225.0% | 407 | +223.0% | 0.01% | +150.0% |
Q1 2019 | $4,000 | -84.6% | 126 | -86.1% | 0.00% | -84.6% |
Q4 2018 | $26,000 | – | 909 | – | 0.01% | – |
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% |