SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 899 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $167,112 | +2.6% | 4,688 | +0.2% | 0.02% | -5.0% |
| Q1 2023 | $162,811 | +11.1% | 4,678 | +2.9% | 0.02% | +11.1% |
| Q4 2022 | $146,506 | -1.7% | 4,548 | -14.1% | 0.02% | -10.0% |
| Q3 2022 | $149,000 | +24.2% | 5,294 | +39.1% | 0.02% | +33.3% |
| Q2 2022 | $120,000 | -14.3% | 3,807 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $140,000 | -5.4% | 3,807 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $148,000 | +0.7% | 3,807 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $147,000 | 0.0% | 3,807 | +1.9% | 0.02% | 0.0% |
| Q2 2021 | $147,000 | -7.5% | 3,735 | -11.7% | 0.02% | -15.8% |
| Q1 2021 | $159,000 | +47.2% | 4,230 | +40.8% | 0.02% | +26.7% |
| Q4 2020 | $108,000 | +14.9% | 3,005 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $94,000 | +5.6% | 3,005 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $89,000 | +14.1% | 3,005 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $78,000 | +14.7% | 3,005 | +49.7% | 0.02% | -11.1% |
| Q4 2019 | $68,000 | +6.2% | 2,008 | 0.0% | 0.02% | +12.5% |
| Q3 2019 | $64,000 | 0.0% | 2,008 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $64,000 | +1.6% | 2,008 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $63,000 | -14.9% | 2,008 | -23.2% | 0.02% | -28.0% |
| Q4 2018 | $74,000 | -79.5% | 2,613 | -75.7% | 0.02% | -78.6% |
| Q3 2018 | $361,000 | +1344.0% | 10,754 | +1326.3% | 0.12% | +1200.0% |
| Q2 2018 | $25,000 | – | 754 | – | 0.01% | – |
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% |