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 | $1,782,963 | +1.4% | 46,407 | +3.0% | 0.56% | -2.1% |
| Q1 2024 | $1,757,978 | +8.0% | 45,053 | +2.3% | 0.57% | -0.9% |
| Q4 2023 | $1,627,357 | +28.2% | 44,030 | +17.8% | 0.58% | +12.9% |
| Q3 2023 | $1,269,032 | -3.6% | 37,368 | +1.2% | 0.51% | +2.4% |
| Q2 2023 | $1,316,655 | +7.7% | 36,933 | +5.1% | 0.50% | +0.4% |
| Q1 2023 | $1,222,733 | +11.5% | 35,136 | +3.2% | 0.50% | +4.9% |
| Q4 2022 | $1,097,109 | +15.2% | 34,061 | +0.7% | 0.47% | +11.3% |
| Q3 2022 | $952,000 | -8.5% | 33,829 | +2.2% | 0.42% | -21.3% |
| Q2 2022 | $1,041,000 | -15.8% | 33,085 | -1.8% | 0.54% | -21.9% |
| Q1 2022 | $1,237,000 | -54.5% | 33,693 | -51.8% | 0.69% | -51.9% |
| Q4 2021 | $2,718,000 | +4.4% | 69,918 | +3.9% | 1.44% | -5.9% |
| Q3 2021 | $2,604,000 | -2.9% | 67,283 | -1.0% | 1.53% | -3.0% |
| Q2 2021 | $2,681,000 | -16.0% | 67,954 | -19.8% | 1.58% | -10.5% |
| Q1 2021 | $3,190,000 | +1.1% | 84,783 | -3.2% | 1.76% | +4.5% |
| Q4 2020 | $3,154,000 | +9.3% | 87,577 | -4.7% | 1.68% | -2.3% |
| Q3 2020 | $2,886,000 | +1.9% | 91,907 | -3.4% | 1.72% | +2.7% |
| Q2 2020 | $2,831,000 | – | 95,176 | – | 1.68% | – |
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% |