SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 637 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $272,326 | +4.0% | 7,090 | 0.0% | 0.07% | -3.9% |
| Q1 2024 | $261,975 | 0.0% | 7,090 | 0.0% | 0.08% | 0.0% |
| Q4 2023 | $261,975 | +8.8% | 7,090 | 0.0% | 0.08% | -6.2% |
| Q3 2023 | $240,705 | -4.7% | 7,090 | 0.0% | 0.08% | -3.6% |
| Q2 2023 | $252,687 | -4.4% | 7,090 | -6.7% | 0.08% | -8.7% |
| Q1 2023 | $264,369 | +47.7% | 7,599 | +36.4% | 0.09% | +46.0% |
| Q2 2019 | $179,000 | +496.7% | 5,570 | +486.3% | 0.06% | +270.6% |
| Q1 2019 | $30,000 | +400.0% | 950 | +375.0% | 0.02% | +325.0% |
| Q4 2018 | $6,000 | – | 200 | – | 0.00% | – |
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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% |