SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $850,295 | +8.1% | 22,130 | +9.8% | 0.00% | 0.0% |
| Q1 2024 | $786,472 | -13.9% | 20,154 | -18.4% | 0.00% | -33.3% |
| Q4 2023 | $913,414 | +28.4% | 24,712 | +17.9% | 0.00% | 0.0% |
| Q3 2023 | $711,557 | +4.7% | 20,952 | +7.4% | 0.00% | 0.0% |
| Q2 2023 | $679,482 | +102696.1% | 19,508 | +2.6% | 0.00% | 0.0% |
| Q1 2023 | $661 | +13.0% | 19,019 | +4.5% | 0.00% | 0.0% |
| Q4 2022 | $585 | -99.9% | 18,202 | -5.1% | 0.00% | 0.0% |
| Q3 2022 | $538,000 | -3.8% | 19,171 | +7.8% | 0.00% | 0.0% |
| Q2 2022 | $559,000 | -56.9% | 17,782 | -49.7% | 0.00% | -50.0% |
| Q1 2022 | $1,297,000 | +112.3% | 35,350 | +124.4% | 0.01% | +100.0% |
| Q4 2021 | $611,000 | +182.9% | 15,752 | +180.6% | 0.00% | +200.0% |
| Q3 2021 | $216,000 | +15.5% | 5,613 | +18.4% | 0.00% | 0.0% |
| Q2 2021 | $187,000 | +47.2% | 4,742 | +39.2% | 0.00% | 0.0% |
| Q1 2021 | $127,000 | +296.9% | 3,407 | +276.9% | 0.00% | – |
| Q4 2020 | $32,000 | +14.3% | 904 | -1.0% | 0.00% | – |
| Q3 2020 | $28,000 | -6.7% | 913 | -9.9% | 0.00% | – |
| Q2 2020 | $30,000 | -67.7% | 1,013 | -71.9% | 0.00% | -100.0% |
| Q1 2020 | $93,000 | +232.1% | 3,599 | +330.0% | 0.00% | – |
| Q4 2019 | $28,000 | +7.7% | 837 | 0.0% | 0.00% | – |
| Q3 2019 | $26,000 | 0.0% | 837 | 0.0% | 0.00% | – |
| Q2 2019 | $26,000 | – | 837 | – | 0.00% | – |
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% |