SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 899 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515,047 | +98004.2% | 13,406 | -5.6% | 0.08% | -13.3% |
| Q1 2024 | $525 | 0.0% | 14,197 | 0.0% | 0.10% | 0.0% |
| Q4 2023 | $525 | -51.7% | 14,197 | -55.7% | 0.10% | -56.8% |
| Q3 2023 | $1,087 | -15.0% | 32,016 | -10.8% | 0.23% | -18.1% |
| Q2 2023 | $1,279 | +40.2% | 35,885 | +36.9% | 0.28% | +22.0% |
| Q1 2023 | $912 | +8.4% | 26,214 | +0.4% | 0.23% | +2.7% |
| Q4 2022 | $841 | -99.9% | 26,118 | +1.1% | 0.22% | +8.9% |
| Q3 2022 | $727,000 | -9.5% | 25,836 | +1.2% | 0.20% | -1.9% |
| Q2 2022 | $803,000 | -14.0% | 25,535 | +0.4% | 0.21% | -36.9% |
| Q1 2022 | $934,000 | +10.4% | 25,442 | +16.8% | 0.33% | +67.3% |
| Q4 2021 | $846,000 | +7.4% | 21,775 | +7.0% | 0.20% | -3.9% |
| Q3 2021 | $788,000 | +4.4% | 20,357 | +6.3% | 0.20% | +2.5% |
| Q2 2021 | $755,000 | +4.4% | 19,142 | -0.3% | 0.20% | +3.6% |
| Q1 2021 | $723,000 | +2.1% | 19,209 | -2.2% | 0.19% | -10.7% |
| Q4 2020 | $708,000 | +24.4% | 19,650 | +8.4% | 0.22% | -7.7% |
| Q3 2020 | $569,000 | – | 18,129 | – | 0.23% | – |
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% |