SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $456,495 | +8.1% | 11,699 | +2.4% | 0.08% | -1.2% |
| Q4 2023 | $422,232 | +12.0% | 11,424 | +2.9% | 0.09% | 0.0% |
| Q3 2023 | $377,058 | -4.7% | 11,103 | 0.0% | 0.09% | -3.4% |
| Q2 2023 | $395,822 | +2.4% | 11,103 | 0.0% | 0.09% | -2.2% |
| Q1 2023 | $386,385 | +27.5% | 11,103 | +18.0% | 0.09% | +15.2% |
| Q4 2022 | $303,096 | +9.0% | 9,410 | -4.7% | 0.08% | +5.3% |
| Q3 2022 | $278,000 | -10.6% | 9,876 | 0.0% | 0.08% | +2.7% |
| Q2 2022 | $311,000 | -12.4% | 9,876 | +2.1% | 0.07% | +1.4% |
| Q1 2022 | $355,000 | +1.4% | 9,676 | +7.5% | 0.07% | +1.4% |
| Q4 2021 | $350,000 | +3.2% | 9,001 | +2.9% | 0.07% | -4.1% |
| Q3 2021 | $339,000 | -5.0% | 8,751 | -3.3% | 0.07% | -8.6% |
| Q2 2021 | $357,000 | +5.0% | 9,051 | 0.0% | 0.08% | -2.4% |
| Q1 2021 | $340,000 | +4.3% | 9,051 | 0.0% | 0.08% | +1.2% |
| Q4 2020 | $326,000 | +16.0% | 9,051 | +1.1% | 0.08% | +3.8% |
| Q3 2020 | $281,000 | +5.6% | 8,955 | 0.0% | 0.08% | -6.0% |
| Q2 2020 | $266,000 | +15.2% | 8,955 | 0.0% | 0.08% | -31.1% |
| Q1 2020 | $231,000 | – | 8,955 | – | 0.12% | – |
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% |