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 | $971,258 | -6.4% | 25,280 | -5.0% | 0.32% | -11.5% |
Q1 2024 | $1,038,205 | +3.9% | 26,607 | -1.6% | 0.36% | -5.4% |
Q4 2023 | $999,103 | -13.0% | 27,032 | -20.0% | 0.39% | -45.9% |
Q3 2023 | $1,147,746 | -5.7% | 33,797 | -1.0% | 0.71% | -5.9% |
Q2 2023 | $1,216,841 | +2.0% | 34,133 | -0.4% | 0.76% | -6.8% |
Q1 2023 | $1,192,631 | +0.3% | 34,271 | -7.2% | 0.81% | -7.4% |
Q4 2022 | $1,189,064 | +4.3% | 36,916 | -8.9% | 0.88% | -3.4% |
Q3 2022 | $1,140,000 | -12.8% | 40,521 | -2.5% | 0.91% | -8.4% |
Q2 2022 | $1,307,000 | -15.8% | 41,564 | -1.7% | 0.99% | -11.7% |
Q1 2022 | $1,552,000 | -8.4% | 42,278 | -3.0% | 1.12% | +0.9% |
Q4 2021 | $1,694,000 | -0.2% | 43,589 | -0.7% | 1.12% | -3.8% |
Q3 2021 | $1,698,000 | -4.0% | 43,876 | -2.1% | 1.16% | -6.4% |
Q2 2021 | $1,768,000 | +7.1% | 44,819 | +2.1% | 1.24% | -3.7% |
Q1 2021 | $1,651,000 | +4.1% | 43,879 | -0.4% | 1.29% | -17.5% |
Q4 2020 | $1,586,000 | +16.5% | 44,047 | +1.6% | 1.56% | +5.3% |
Q3 2020 | $1,361,000 | +5.3% | 43,348 | -0.3% | 1.48% | +0.7% |
Q2 2020 | $1,293,000 | +14.8% | 43,475 | -0.2% | 1.47% | -0.3% |
Q1 2020 | $1,126,000 | -18.7% | 43,558 | +5.8% | 1.47% | +1.5% |
Q4 2019 | $1,385,000 | +6.5% | 41,169 | +0.8% | 1.45% | +36.7% |
Q3 2019 | $1,301,000 | -1.0% | 40,829 | -0.3% | 1.06% | -2.3% |
Q2 2019 | $1,314,000 | +3.1% | 40,955 | +0.7% | 1.09% | +3.7% |
Q1 2019 | $1,274,000 | +10.7% | 40,674 | +0.2% | 1.05% | -0.3% |
Q4 2018 | $1,151,000 | +3.0% | 40,585 | +21.7% | 1.05% | +13.3% |
Q3 2018 | $1,118,000 | -0.2% | 33,348 | -1.6% | 0.93% | -0.9% |
Q2 2018 | $1,120,000 | -4.1% | 33,897 | -2.1% | 0.94% | -7.4% |
Q1 2018 | $1,168,000 | +3.6% | 34,639 | +4.7% | 1.01% | +2.1% |
Q4 2017 | $1,127,000 | +0.1% | 33,080 | -1.7% | 0.99% | -3.8% |
Q3 2017 | $1,126,000 | +8.6% | 33,653 | +3.1% | 1.03% | +5.3% |
Q2 2017 | $1,037,000 | +10.6% | 32,643 | +4.0% | 0.98% | +7.0% |
Q1 2017 | $938,000 | +9.8% | 31,394 | +1.8% | 0.91% | +5.4% |
Q4 2016 | $854,000 | – | 30,853 | – | 0.87% | – |
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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% |