SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $556 | +5.5% | 14,260 | 0.0% | 0.16% | -0.6% |
Q4 2023 | $527 | +10.9% | 14,260 | +2.0% | 0.16% | +0.6% |
Q3 2023 | $475 | -1.2% | 13,981 | +1.1% | 0.16% | -3.6% |
Q1 2023 | $481 | +8.1% | 13,827 | 0.0% | 0.17% | +1.8% |
Q4 2022 | $445 | -99.9% | 13,827 | +1.9% | 0.16% | -5.2% |
Q3 2022 | $381,000 | -10.8% | 13,572 | 0.0% | 0.17% | -8.4% |
Q2 2022 | $427,000 | -22.2% | 13,572 | -9.3% | 0.19% | -12.8% |
Q1 2022 | $549,000 | -5.8% | 14,959 | -0.3% | 0.22% | -1.4% |
Q4 2021 | $583,000 | +7.0% | 15,000 | +3.5% | 0.22% | -11.6% |
Q1 2021 | $545,000 | +4.4% | 14,489 | 0.0% | 0.25% | -8.8% |
Q4 2020 | $522,000 | +16.3% | 14,489 | +1.4% | 0.27% | +3.0% |
Q3 2020 | $449,000 | +5.6% | 14,285 | 0.0% | 0.27% | -1.5% |
Q2 2020 | $425,000 | +16.1% | 14,285 | +0.8% | 0.27% | -2.2% |
Q1 2020 | $366,000 | -17.2% | 14,171 | +7.9% | 0.28% | -5.8% |
Q4 2019 | $442,000 | +8.1% | 13,133 | +2.2% | 0.29% | -2.0% |
Q3 2019 | $409,000 | 0.0% | 12,850 | +0.8% | 0.30% | -5.1% |
Q2 2019 | $409,000 | +2.5% | 12,749 | 0.0% | 0.32% | -4.8% |
Q1 2019 | $399,000 | +10.5% | 12,749 | 0.0% | 0.33% | -5.7% |
Q4 2018 | $361,000 | – | 12,749 | – | 0.35% | – |
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% |