SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 984 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $315,499 | +6.8% | 8,086 | +1.1% | 0.05% | -9.8% |
| Q4 2023 | $295,478 | +9.2% | 7,995 | +0.4% | 0.05% | +13.3% |
| Q3 2023 | $270,499 | -4.7% | 7,965 | 0.0% | 0.04% | -6.2% |
| Q2 2023 | $283,960 | +8.6% | 7,965 | -1.9% | 0.05% | -7.7% |
| Q4 2022 | $261,502 | +5.4% | 8,119 | -8.0% | 0.05% | +4.0% |
| Q3 2022 | $248,000 | -21.5% | 8,826 | -12.3% | 0.05% | -20.6% |
| Q2 2022 | $316,000 | -14.4% | 10,063 | +0.2% | 0.06% | 0.0% |
| Q1 2022 | $369,000 | -5.4% | 10,040 | +0.0% | 0.06% | -1.6% |
| Q4 2021 | $390,000 | -3.2% | 10,037 | -3.6% | 0.06% | -12.3% |
| Q3 2021 | $403,000 | -1.9% | 10,410 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $411,000 | +5.1% | 10,410 | +0.2% | 0.07% | -2.6% |
| Q1 2021 | $391,000 | +4.8% | 10,388 | +0.3% | 0.08% | -2.6% |
| Q4 2020 | $373,000 | +16.2% | 10,357 | +1.2% | 0.08% | -1.3% |
| Q3 2020 | $321,000 | +42.0% | 10,236 | +34.9% | 0.08% | +29.5% |
| Q2 2020 | $226,000 | -8.1% | 7,586 | +3.8% | 0.06% | -7.6% |
| Q4 2019 | $246,000 | +6.0% | 7,305 | +0.4% | 0.07% | -7.0% |
| Q3 2019 | $232,000 | -0.4% | 7,275 | 0.0% | 0.07% | -6.6% |
| Q2 2019 | $233,000 | +2.2% | 7,275 | 0.0% | 0.08% | -6.2% |
| Q1 2019 | $228,000 | +4.6% | 7,275 | -5.2% | 0.08% | -18.2% |
| Q4 2018 | $218,000 | -14.2% | 7,675 | +1.7% | 0.10% | -4.8% |
| Q3 2018 | $254,000 | +2.8% | 7,549 | 0.0% | 0.10% | -24.6% |
| Q2 2018 | $247,000 | -1.2% | 7,549 | 0.0% | 0.14% | -0.7% |
| Q1 2018 | $250,000 | -37.7% | 7,549 | -31.9% | 0.14% | -44.2% |
| Q4 2017 | $401,000 | – | 11,079 | – | 0.25% | – |
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% |