SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,260,830 | -1.5% | 241,042 | +0.0% | 0.43% | -9.0% |
| Q1 2024 | $9,403,933 | +5.6% | 241,003 | +0.0% | 0.48% | -11.0% |
| Q4 2023 | $8,903,623 | +51.8% | 240,899 | +39.4% | 0.54% | +23.8% |
| Q3 2023 | $5,866,737 | -4.7% | 172,754 | +0.1% | 0.43% | +79.7% |
| Q2 2023 | $6,155,306 | +3.0% | 172,659 | +0.6% | 0.24% | -55.2% |
| Q1 2023 | $5,974,194 | +8.4% | 171,672 | +0.3% | 0.54% | -9.3% |
| Q4 2022 | $5,512,556 | +416.2% | 171,144 | +350.7% | 0.59% | +1086.0% |
| Q3 2022 | $1,068,000 | +385.5% | 37,973 | +442.1% | 0.05% | +400.0% |
| Q2 2022 | $220,000 | -23.9% | 7,005 | -19.9% | 0.01% | -90.6% |
| Q2 2018 | $289,000 | -1.7% | 8,748 | +0.5% | 0.11% | -7.8% |
| Q1 2018 | $294,000 | -1.0% | 8,708 | 0.0% | 0.12% | -1.7% |
| Q4 2017 | $297,000 | – | 8,708 | – | 0.12% | – |
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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% |