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 | $2,251,730 | -6.4% | 58,609 | -4.9% | 0.03% | -11.4% |
Q1 2024 | $2,405,740 | +89.9% | 61,654 | +79.8% | 0.04% | +59.1% |
Q4 2023 | $1,267,073 | +0.5% | 34,283 | -7.7% | 0.02% | -4.3% |
Q3 2023 | $1,261,291 | -7.2% | 37,141 | -2.6% | 0.02% | -8.0% |
Q2 2023 | $1,359,249 | +8.8% | 38,128 | +6.2% | 0.02% | -10.7% |
Q1 2023 | $1,249,525 | -5.2% | 35,906 | -12.2% | 0.03% | -15.2% |
Q4 2022 | $1,317,547 | +49.2% | 40,905 | +30.3% | 0.03% | +32.0% |
Q3 2022 | $883,000 | -14.4% | 31,397 | -4.3% | 0.02% | -13.8% |
Q2 2022 | $1,032,000 | +348.7% | 32,805 | +424.0% | 0.03% | +383.3% |
Q1 2022 | $230,000 | – | 6,261 | – | 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% |