SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,057 | +5.6% | 678 | +7.3% | 0.01% | 0.0% |
| Q1 2024 | $24,669 | +5.6% | 632 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $23,367 | +11.0% | 632 | +1.9% | 0.01% | 0.0% |
| Q3 2023 | $21,051 | -4.7% | 620 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,099 | +3.6% | 620 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $21,332 | +34306.5% | 613 | -68.0% | 0.01% | -70.0% |
| Q4 2022 | $62 | -99.6% | 1,913 | +212.1% | 0.02% | +233.3% |
| Q3 2022 | $17,000 | -10.5% | 613 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 613 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -4.2% | 613 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $24,000 | 0.0% | 613 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 613 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 613 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 613 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $22,000 | +15.8% | 613 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $19,000 | +5.6% | 613 | 0.0% | 0.01% | +33.3% |
| Q2 2020 | $18,000 | +12.5% | 613 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $16,000 | – | 613 | – | 0.01% | – |
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% |