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 | $11,540,488 | +8.6% | 300,377 | +10.3% | 3.15% | +5.3% |
| Q1 2024 | $10,625,961 | +11.7% | 272,321 | +5.8% | 2.99% | +2.3% |
| Q4 2023 | $9,508,805 | +19.9% | 257,273 | +10.2% | 2.92% | +10.1% |
| Q3 2023 | $7,928,650 | +0.4% | 233,470 | +5.4% | 2.65% | +3.3% |
| Q2 2023 | $7,895,538 | -9.2% | 221,474 | -14.3% | 2.57% | -9.7% |
| Q1 2023 | $8,696,774 | +117.7% | 258,497 | +108.4% | 2.84% | +99.4% |
| Q4 2022 | $3,994,774 | +16.7% | 124,023 | +1.9% | 1.43% | +14.9% |
| Q3 2022 | $3,422,000 | -5.3% | 121,664 | +5.9% | 1.24% | +0.7% |
| Q2 2022 | $3,613,000 | -26.9% | 114,880 | -14.6% | 1.23% | -14.5% |
| Q1 2022 | $4,941,000 | +27.2% | 134,555 | +34.6% | 1.44% | +29.2% |
| Q4 2021 | $3,885,000 | +11.0% | 99,941 | +10.5% | 1.12% | -38.0% |
| Q3 2021 | $3,501,000 | -3.9% | 90,465 | -2.1% | 1.80% | +58.5% |
| Q2 2021 | $3,644,000 | +11.1% | 92,380 | +6.0% | 1.14% | +4.0% |
| Q1 2021 | $3,279,000 | – | 87,168 | – | 1.09% | – |
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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% |