SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,743,461 | -4.1% | 45,379 | -2.6% | 0.38% | +5.0% |
Q1 2024 | $1,818,214 | +16.8% | 46,597 | +10.7% | 0.36% | -16.3% |
Q4 2023 | $1,556,348 | +4.4% | 42,109 | -4.0% | 0.43% | -10.4% |
Q3 2023 | $1,490,232 | +18.8% | 43,882 | +24.7% | 0.48% | +6.4% |
Q2 2023 | $1,254,060 | -77.2% | 35,177 | -77.7% | 0.45% | -64.1% |
Q1 2023 | $5,491,858 | +14.3% | 157,812 | +5.8% | 1.26% | +23.4% |
Q4 2022 | $4,804,283 | +374.7% | 149,155 | +314.7% | 1.02% | +268.5% |
Q3 2022 | $1,012,000 | -2.9% | 35,970 | +8.5% | 0.28% | -1.8% |
Q2 2022 | $1,042,000 | -33.8% | 33,143 | -22.7% | 0.28% | -30.6% |
Q1 2022 | $1,574,000 | -99.9% | 42,872 | -4.8% | 0.40% | -6.0% |
Q4 2021 | $1,750,049,000 | +98162.2% | 45,021 | -2.1% | 0.43% | -51.5% |
Q3 2021 | $1,781,000 | -19.5% | 46,010 | -18.0% | 0.89% | -49.8% |
Q2 2021 | $2,213,000 | +2.8% | 56,089 | -2.0% | 1.77% | +5.6% |
Q1 2021 | $2,153,000 | -14.5% | 57,220 | +81642.9% | 1.68% | -17.8% |
Q4 2020 | $2,519,000 | 0.0% | 70 | -99.9% | 2.04% | +2.5% |
Q3 2020 | $2,519,000 | -7.0% | 69,944 | -23.2% | 1.99% | +15.2% |
Q2 2020 | $2,710,000 | +102.7% | 91,098 | +76.0% | 1.73% | +27.1% |
Q1 2020 | $1,337,000 | -72.1% | 51,753 | -63.6% | 1.36% | -64.3% |
Q4 2019 | $4,786,000 | – | 142,319 | – | 3.80% | – |
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% |