SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,000 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,098,735 | +0.4% | 518,242 | +1.0% | 3.06% | -5.4% |
| Q1 2024 | $20,022,416 | +1.2% | 513,132 | -4.2% | 3.24% | -0.6% |
| Q4 2023 | $19,790,459 | +6.2% | 535,456 | -2.4% | 3.26% | +16.0% |
| Q3 2023 | $18,630,208 | -1.0% | 548,593 | +3.9% | 2.81% | -1.0% |
| Q2 2023 | $18,819,375 | -1.3% | 527,893 | -3.6% | 2.84% | -7.7% |
| Q1 2023 | $19,061,174 | +8.4% | 547,735 | +0.3% | 3.07% | -8.8% |
| Q4 2022 | $17,582,276 | +12.0% | 545,864 | -2.2% | 3.37% | +8.1% |
| Q3 2022 | $15,701,000 | -5.0% | 558,149 | +6.2% | 3.11% | -5.0% |
| Q2 2022 | $16,535,000 | -12.9% | 525,744 | +1.7% | 3.28% | +7.8% |
| Q1 2022 | $18,980,000 | -48.4% | 516,884 | -45.4% | 3.04% | -50.4% |
| Q4 2021 | $36,815,000 | +122616.7% | 947,143 | +123225.9% | 6.13% | +122460.0% |
| Q2 2021 | $30,000 | -3.2% | 768 | -6.1% | 0.01% | -16.7% |
| Q1 2021 | $31,000 | +244.4% | 818 | +179.2% | 0.01% | +100.0% |
| Q3 2020 | $9,000 | -73.5% | 293 | -73.4% | 0.00% | -84.2% |
| Q1 2019 | $34,000 | – | 1,100 | – | 0.02% | – |
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% |