SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $463,588 | +17.1% | 12,066 | +19.0% | 0.03% | +26.1% |
Q1 2024 | $395,754 | -0.3% | 10,142 | -5.5% | 0.02% | -11.5% |
Q4 2023 | $396,778 | -1.9% | 10,735 | -9.8% | 0.03% | -10.3% |
Q3 2023 | $404,318 | -21.5% | 11,906 | -17.6% | 0.03% | -21.6% |
Q2 2023 | $515,346 | +1.7% | 14,456 | -0.7% | 0.04% | +2.8% |
Q1 2023 | $506,614 | -54.4% | 14,558 | -57.8% | 0.04% | -56.6% |
Q4 2022 | $1,110,248 | +2.4% | 34,469 | -7.1% | 0.08% | -6.7% |
Q3 2022 | $1,084,000 | -6.1% | 37,120 | +1.2% | 0.09% | -5.3% |
Q2 2022 | $1,154,000 | -26.9% | 36,688 | -14.6% | 0.09% | -9.6% |
Q1 2022 | $1,578,000 | -6.8% | 42,972 | -1.4% | 0.10% | -2.8% |
Q4 2021 | $1,693,000 | -11.7% | 43,562 | -12.0% | 0.11% | -17.1% |
Q3 2021 | $1,917,000 | -3.3% | 49,529 | +2.3% | 0.13% | -2.3% |
Q2 2021 | $1,982,000 | +6.3% | 48,402 | -2.4% | 0.13% | 0.0% |
Q1 2021 | $1,865,000 | -1.7% | 49,587 | -3.0% | 0.13% | +1.5% |
Q4 2020 | $1,898,000 | -13.6% | 51,101 | -26.9% | 0.13% | -30.5% |
Q3 2020 | $2,196,000 | -1.2% | 69,939 | -6.4% | 0.19% | -11.4% |
Q2 2020 | $2,223,000 | +8.7% | 74,706 | -5.6% | 0.21% | -27.7% |
Q1 2020 | $2,045,000 | -21.0% | 79,147 | +2.8% | 0.29% | +5.8% |
Q4 2019 | $2,588,000 | +1.2% | 76,967 | -4.2% | 0.28% | -5.5% |
Q3 2019 | $2,558,000 | -4.3% | 80,304 | -3.5% | 0.29% | -5.8% |
Q2 2019 | $2,672,000 | +1.8% | 83,255 | -0.7% | 0.31% | -5.2% |
Q1 2019 | $2,626,000 | +17.1% | 83,879 | +6.1% | 0.33% | +6.9% |
Q4 2018 | $2,242,000 | +1.7% | 79,079 | +20.3% | 0.31% | +24.4% |
Q3 2018 | $2,204,000 | +17.0% | 65,733 | +14.2% | 0.25% | +7.9% |
Q2 2018 | $1,883,000 | +30.7% | 57,540 | +34.6% | 0.23% | +21.9% |
Q1 2018 | $1,441,000 | +552.0% | 42,758 | +558.6% | 0.19% | +523.3% |
Q4 2017 | $221,000 | – | 6,492 | – | 0.03% | – |
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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% |