SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 659 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $987,170 | +65.5% | 25,694 | +68.1% | 0.07% | +55.6% |
| Q1 2024 | $596,467 | +5.2% | 15,286 | -0.3% | 0.04% | -10.0% |
| Q4 2023 | $566,825 | +10.5% | 15,336 | +1.5% | 0.05% | +4.2% |
| Q3 2023 | $512,955 | +15.5% | 15,105 | +21.3% | 0.05% | +17.1% |
| Q2 2023 | $444,081 | +6.3% | 12,457 | +3.8% | 0.04% | -8.9% |
| Q1 2023 | $417,572 | +30.3% | 11,999 | +20.6% | 0.04% | +18.4% |
| Q4 2022 | $320,463 | +16.5% | 9,949 | +1.6% | 0.04% | -2.6% |
| Q3 2022 | $275,000 | +366.1% | 9,792 | +509.3% | 0.04% | +129.4% |
| Q1 2022 | $59,000 | -6.3% | 1,607 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $63,000 | +3.3% | 1,615 | +2.3% | 0.02% | +6.2% |
| Q3 2021 | $61,000 | -1.6% | 1,579 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | +1.6% | 1,579 | -2.8% | 0.02% | -11.1% |
| Q1 2021 | $61,000 | +3.4% | 1,625 | -0.1% | 0.02% | 0.0% |
| Q4 2020 | $59,000 | +210.5% | 1,627 | +119.9% | 0.02% | +157.1% |
| Q1 2020 | $19,000 | -66.7% | 740 | -56.6% | 0.01% | -66.7% |
| Q4 2019 | $57,000 | -66.9% | 1,705 | -72.0% | 0.02% | -66.7% |
| Q4 2018 | $172,000 | -32.0% | 6,084 | -19.2% | 0.06% | -38.2% |
| Q3 2018 | $253,000 | -3.1% | 7,533 | -4.9% | 0.10% | -8.1% |
| Q2 2018 | $261,000 | -10.6% | 7,924 | -8.7% | 0.11% | -9.0% |
| Q1 2018 | $292,000 | -8.2% | 8,675 | -2.5% | 0.12% | -14.1% |
| Q4 2017 | $318,000 | +11.6% | 8,895 | +4.6% | 0.14% | +37.9% |
| Q3 2017 | $285,000 | +9.2% | 8,504 | +3.4% | 0.10% | -29.9% |
| Q2 2017 | $261,000 | +321.0% | 8,223 | +294.6% | 0.15% | +297.3% |
| Q1 2017 | $62,000 | – | 2,084 | – | 0.04% | – |
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% |