SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,274,044 | +98.8% | 160,503 | +99.1% | 1.29% | +100.6% |
| Q1 2024 | $3,155,903 | +781.5% | 80,631 | +746.8% | 0.64% | +554.1% |
| Q1 2021 | $358,000 | -2.2% | 9,522 | -4.6% | 0.10% | -10.1% |
| Q4 2020 | $366,000 | +13.7% | 9,978 | -0.9% | 0.11% | +2.8% |
| Q3 2020 | $322,000 | +7.3% | 10,073 | 0.0% | 0.11% | -0.9% |
| Q2 2020 | $300,000 | +9.1% | 10,073 | -1.0% | 0.11% | 0.0% |
| Q1 2020 | $275,000 | +0.7% | 10,176 | +25.8% | 0.11% | +24.4% |
| Q4 2019 | $273,000 | -20.6% | 8,089 | -25.0% | 0.09% | -27.7% |
| Q3 2019 | $344,000 | -9.7% | 10,782 | -11.3% | 0.12% | -11.9% |
| Q1 2019 | $381,000 | -36.5% | 12,157 | -42.5% | 0.14% | -40.8% |
| Q4 2018 | $600,000 | -15.0% | 21,147 | +0.4% | 0.23% | +40.7% |
| Q3 2018 | $706,000 | +0.3% | 21,066 | -1.1% | 0.16% | -2.4% |
| Q2 2018 | $704,000 | -6.9% | 21,300 | -5.0% | 0.17% | -10.3% |
| Q1 2018 | $756,000 | -21.1% | 22,423 | -20.3% | 0.18% | -25.1% |
| Q4 2017 | $958,000 | -1.9% | 28,125 | -3.6% | 0.25% | +1.2% |
| Q3 2017 | $977,000 | -7.4% | 29,180 | -12.1% | 0.24% | -11.6% |
| Q2 2017 | $1,055,000 | -14.3% | 33,189 | -19.5% | 0.28% | -18.1% |
| Q1 2017 | $1,231,000 | -0.9% | 41,222 | -8.1% | 0.34% | -6.4% |
| Q4 2016 | $1,242,000 | -5.1% | 44,869 | -1.3% | 0.36% | -1.9% |
| Q3 2016 | $1,309,000 | -3.4% | 45,475 | -9.0% | 0.37% | -6.9% |
| Q2 2016 | $1,355,000 | -30.9% | 49,972 | -30.9% | 0.39% | -43.4% |
| Q1 2016 | $1,962,000 | -7.1% | 72,355 | -5.5% | 0.70% | -2.2% |
| Q4 2015 | $2,111,000 | -79.4% | 76,592 | -79.5% | 0.71% | -82.2% |
| Q3 2015 | $10,247,000 | -10.5% | 374,392 | -0.4% | 3.99% | -10.6% |
| Q2 2015 | $11,455,000 | +1.4% | 375,944 | +0.6% | 4.47% | -3.7% |
| Q1 2015 | $11,298,000 | +6.5% | 373,743 | +1.9% | 4.64% | +6.0% |
| Q4 2014 | $10,607,000 | – | 366,903 | – | 4.37% | – |
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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% |