SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,322,912 | +15.3% | 554,995 | +17.1% | 3.17% | +8.1% |
| Q1 2024 | $18,486,948 | +10.5% | 473,781 | +4.6% | 2.93% | -0.4% |
| Q4 2023 | $16,737,426 | +54.7% | 452,852 | +42.1% | 2.94% | +35.2% |
| Q3 2023 | $10,820,127 | -31.3% | 318,614 | -27.8% | 2.18% | -34.0% |
| Q2 2023 | $15,738,576 | +147.6% | 441,475 | +141.7% | 3.30% | +122.3% |
| Q1 2023 | $6,356,173 | +51.0% | 182,649 | +39.7% | 1.48% | +36.9% |
| Q4 2022 | $4,210,350 | +203.6% | 130,716 | +165.1% | 1.08% | +184.5% |
| Q3 2022 | $1,387,000 | -4.0% | 49,308 | +7.3% | 0.38% | -15.1% |
| Q2 2022 | $1,445,000 | +144400.0% | 45,960 | +270252.9% | 0.45% | – |
| Q1 2022 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 17 | -54.1% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 37 | -51.9% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | +100.0% | 77 | +108.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 37 | – | 0.00% | – |
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% |