SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $395,634 | +215.2% | 10,298 | +220.1% | 0.10% | +196.9% |
| Q1 2024 | $125,512 | +10.2% | 3,217 | +4.4% | 0.03% | +3.2% |
| Q4 2023 | $113,896 | +8.9% | 3,082 | +0.1% | 0.03% | -11.4% |
| Q3 2023 | $104,607 | -8.9% | 3,080 | -4.4% | 0.04% | -7.9% |
| Q2 2023 | $114,839 | +2.5% | 3,221 | 0.0% | 0.04% | -7.3% |
| Q1 2023 | $112,075 | +23.8% | 3,221 | +0.1% | 0.04% | -4.7% |
| Q4 2022 | $90,560 | -0.5% | 3,219 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $91,000 | +1037.5% | 3,219 | +1119.3% | 0.04% | +975.0% |
| Q2 2022 | $8,000 | +166.7% | 264 | +183.9% | 0.00% | +300.0% |
| Q1 2022 | $3,000 | -25.0% | 93 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $4,000 | -63.6% | 93 | -66.7% | 0.00% | -66.7% |
| Q3 2021 | $11,000 | +10.0% | 279 | +9.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 256 | +12.8% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | -18.2% | 227 | -23.3% | 0.01% | -25.0% |
| Q4 2020 | $11,000 | – | 296 | – | 0.01% | – |
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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% |