SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 984 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $21,255,629 | +2.1% | 553,244 | +3.7% | 7.24% | -2.5% |
Q1 2024 | $20,816,892 | +10.6% | 533,493 | +4.8% | 7.42% | -6.7% |
Q4 2023 | $18,817,779 | +11.2% | 509,139 | +2.1% | 7.95% | +16.8% |
Q3 2023 | $16,929,862 | +1.6% | 498,524 | +6.6% | 6.81% | +3.9% |
Q2 2023 | $16,669,158 | +10.3% | 467,578 | +7.7% | 6.56% | +16.1% |
Q1 2023 | $15,111,000 | +18.4% | 434,224 | +9.6% | 5.65% | +8.9% |
Q4 2022 | $12,761,510 | +16.7% | 396,197 | +1.9% | 5.19% | +19.2% |
Q3 2022 | $10,934,000 | -11.8% | 388,681 | -1.4% | 4.35% | -8.6% |
Q2 2022 | $12,400,000 | -8.0% | 394,273 | +7.5% | 4.76% | +0.0% |
Q1 2022 | $13,473,000 | -6.5% | 366,908 | -1.1% | 4.76% | -3.4% |
Q4 2021 | $14,417,000 | +11.4% | 370,896 | +10.9% | 4.93% | +4.0% |
Q3 2021 | $12,944,000 | +4.6% | 334,477 | +6.6% | 4.74% | +3.5% |
Q2 2021 | $12,377,000 | +4.3% | 313,745 | -0.5% | 4.58% | +3.9% |
Q1 2021 | $11,862,000 | +14.3% | 315,323 | +9.4% | 4.41% | +12.0% |
Q4 2020 | $10,380,000 | +24.9% | 288,262 | +8.9% | 3.94% | +10.3% |
Q3 2020 | $8,313,000 | +7.6% | 264,730 | +2.0% | 3.57% | -1.5% |
Q2 2020 | $7,724,000 | +16.6% | 259,635 | +1.2% | 3.62% | +2.3% |
Q1 2020 | $6,627,000 | -46.2% | 256,481 | -30.0% | 3.54% | -35.5% |
Q4 2019 | $12,324,000 | +3.4% | 366,455 | -2.1% | 5.49% | -23.8% |
Q3 2019 | $11,924,000 | -1.4% | 374,266 | -0.7% | 7.20% | +1.9% |
Q2 2019 | $12,091,000 | +2.3% | 376,774 | -0.1% | 7.07% | +0.8% |
Q1 2019 | $11,814,000 | +7.9% | 377,076 | -2.3% | 7.02% | -15.5% |
Q4 2018 | $10,946,000 | – | 386,103 | – | 8.30% | – |
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% |