SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 659 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248,616 | -15.2% | 6,471 | -13.9% | 0.01% | -16.7% |
| Q1 2024 | $293,118 | -70.6% | 7,512 | -72.1% | 0.01% | -74.5% |
| Q4 2023 | $996,479 | -65.7% | 26,961 | -68.4% | 0.05% | -69.9% |
| Q3 2023 | $2,901,131 | -48.0% | 85,428 | -45.4% | 0.16% | -56.4% |
| Q2 2023 | $5,575,731 | -51.0% | 156,402 | -52.2% | 0.36% | -56.2% |
| Q1 2023 | $11,383,637 | +3.4% | 327,116 | -4.3% | 0.82% | +1.0% |
| Q4 2022 | $11,010,956 | +7.7% | 341,849 | -5.9% | 0.81% | -3.7% |
| Q3 2022 | $10,219,000 | -3.4% | 363,269 | +8.0% | 0.84% | -6.2% |
| Q2 2022 | $10,582,000 | +21495.9% | 336,476 | +21290.7% | 0.90% | +8870.0% |
| Q3 2020 | $49,000 | -94.9% | 1,573 | -94.5% | 0.01% | -99.1% |
| Q4 2019 | $962,000 | +2.6% | 28,603 | -13.6% | 1.05% | +15.6% |
| Q4 2018 | $938,000 | – | 33,088 | – | 0.91% | – |
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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% |