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 2024 | $10,220 | -41.3% | 266 | -40.4% | 0.00% | 0.0% |
| Q1 2024 | $17,403 | -82.4% | 446 | -83.3% | 0.00% | -87.5% |
| Q4 2023 | $98,746 | +249.1% | 2,672 | +220.8% | 0.01% | +300.0% |
| Q3 2023 | $28,289 | +37.8% | 833 | +44.6% | 0.00% | 0.0% |
| Q2 2023 | $20,534 | +107.8% | 576 | +102.8% | 0.00% | +100.0% |
| Q1 2023 | $9,883 | +56.5% | 284 | +44.9% | 0.00% | 0.0% |
| Q4 2022 | $6,313 | -64.9% | 196 | -66.4% | 0.00% | -50.0% |
| Q2 2022 | $18,000 | -70.0% | 584 | -64.5% | 0.00% | -71.4% |
| Q1 2022 | $60,000 | +160.9% | 1,645 | +181.7% | 0.01% | +133.3% |
| Q4 2021 | $23,000 | 0.0% | 584 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 584 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -99.9% | 584 | -31.2% | 0.00% | -40.0% |
| Q1 2021 | $31,939,000 | +151990.5% | 849 | +45.4% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | +16.7% | 584 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 584 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 584 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | – | 584 | +1985.7% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 28 | -95.8% | 0.00% | -100.0% |
| Q4 2018 | $19,000 | -44.1% | 671 | -34.2% | 0.01% | -41.2% |
| Q3 2018 | $34,000 | +54.5% | 1,020 | +52.0% | 0.02% | +30.8% |
| Q2 2018 | $22,000 | – | 671 | – | 0.01% | – |
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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% |