SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,897,768 | +1.1% | 179,536 | +2.7% | 0.61% | +3.9% |
| Q1 2024 | $6,823,998 | -57.3% | 174,884 | -59.6% | 0.59% | -57.5% |
| Q4 2023 | $15,995,179 | +33.2% | 432,770 | +22.4% | 1.38% | -10.4% |
| Q3 2023 | $12,005,641 | -4.7% | 353,523 | 0.0% | 1.54% | -1.3% |
| Q2 2023 | $12,603,095 | +2.6% | 353,523 | +0.2% | 1.57% | +2.7% |
| Q1 2023 | $12,280,635 | +28.8% | 352,892 | +19.2% | 1.52% | +24.7% |
| Q4 2022 | $9,532,502 | +19.9% | 295,949 | +4.7% | 1.22% | +10.1% |
| Q3 2022 | $7,951,000 | -73.8% | 282,668 | -70.7% | 1.11% | -67.1% |
| Q2 2022 | $30,359,000 | -13.5% | 965,322 | +1.0% | 3.38% | +0.8% |
| Q1 2022 | $35,094,000 | -2.8% | 955,717 | +2.9% | 3.35% | +3.7% |
| Q4 2021 | $36,100,000 | +8.9% | 928,742 | +8.4% | 3.23% | +3.3% |
| Q3 2021 | $33,158,000 | – | 856,807 | – | 3.13% | – |
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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% |