SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,799,362 | -15.2% | 46,834 | -13.8% | 0.24% | -12.3% |
| Q1 2024 | $2,121,088 | +97.3% | 54,359 | +86.8% | 0.27% | +94.2% |
| Q4 2023 | $1,075,314 | +61.6% | 29,094 | +48.5% | 0.14% | +45.3% |
| Q3 2023 | $665,548 | -1.0% | 19,598 | +3.9% | 0.10% | +3.3% |
| Q2 2023 | $672,252 | +2.4% | 18,857 | 0.0% | 0.09% | -7.1% |
| Q1 2023 | $656,224 | +1.2% | 18,857 | -6.4% | 0.10% | -10.8% |
| Q4 2022 | $648,709 | -98.2% | 20,140 | -98.4% | 0.11% | -97.7% |
| Q3 2022 | $35,364,000 | +1823.0% | 1,257,198 | +2050.0% | 4.84% | +1194.1% |
| Q2 2022 | $1,839,000 | +472.9% | 58,474 | +371.4% | 0.37% | +51.4% |
| Q1 2020 | $321,000 | -5.3% | 12,405 | +23.2% | 0.25% | +9.8% |
| Q4 2019 | $339,000 | +17.3% | 10,072 | +11.1% | 0.22% | +13.1% |
| Q3 2019 | $289,000 | +0.7% | 9,067 | +1.5% | 0.20% | +9.3% |
| Q2 2019 | $287,000 | +11.2% | 8,931 | +8.6% | 0.18% | -8.5% |
| Q1 2019 | $258,000 | -98.6% | 8,227 | -98.7% | 0.20% | -97.9% |
| Q4 2018 | $17,958,000 | – | 633,449 | – | 9.68% | – |
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% |