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 | $45,080,659 | +0.5% | 1,173,364 | +2.1% | 13.50% | -1.4% |
Q1 2024 | $44,836,765 | +5.6% | 1,149,071 | +0.0% | 13.69% | -0.6% |
Q4 2023 | $42,462,525 | +11.8% | 1,148,878 | +2.7% | 13.78% | +0.6% |
Q3 2023 | $37,982,826 | -2.6% | 1,118,458 | +2.2% | 13.70% | -0.6% |
Q2 2023 | $38,999,622 | +4.2% | 1,093,959 | +1.7% | 13.78% | -0.8% |
Q1 2023 | $37,427,161 | +10.7% | 1,075,493 | +2.5% | 13.89% | +3.6% |
Q4 2022 | $33,800,751 | +16.4% | 1,049,387 | +1.7% | 13.41% | +9.7% |
Q3 2022 | $29,040,000 | -8.4% | 1,032,344 | +2.4% | 12.22% | -4.3% |
Q2 2022 | $31,714,000 | -13.5% | 1,008,388 | +1.0% | 12.77% | -0.8% |
Q1 2022 | $36,650,000 | -2.1% | 998,092 | +3.6% | 12.88% | +0.8% |
Q4 2021 | $37,437,000 | +3.6% | 963,137 | +3.2% | 12.77% | -0.7% |
Q3 2021 | $36,131,000 | +6.6% | 933,609 | +3.7% | 12.86% | -12.5% |
Q2 2021 | $33,880,000 | 0.0% | 900,577 | 0.0% | 14.70% | +13.2% |
Q1 2021 | $33,880,000 | +8.0% | 900,577 | +3.4% | 12.98% | +0.6% |
Q4 2020 | $31,373,000 | +16.8% | 871,232 | +1.9% | 12.90% | +5.1% |
Q3 2020 | $26,849,000 | +6.1% | 855,063 | +0.5% | 12.27% | +0.0% |
Q2 2020 | $25,314,000 | +16.9% | 850,890 | +1.6% | 12.27% | +1.1% |
Q1 2020 | $21,646,000 | -4.5% | 837,704 | +24.3% | 12.14% | -5.5% |
Q4 2019 | $22,663,000 | +8.4% | 673,880 | +2.7% | 12.85% | +0.6% |
Q3 2019 | $20,900,000 | +1.0% | 655,993 | +1.8% | 12.77% | -1.6% |
Q2 2019 | $20,684,000 | +3.3% | 644,568 | +0.8% | 12.98% | -23.0% |
Q1 2019 | $20,027,000 | +18.4% | 639,649 | +7.2% | 16.86% | +0.5% |
Q4 2018 | $16,921,000 | – | 596,850 | – | 16.79% | – |
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% |