SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $483,000 | -6.4% | 13,166 | -0.9% | 0.36% | -2.4% |
Q4 2021 | $516,000 | -1.0% | 13,284 | -1.4% | 0.37% | -8.8% |
Q3 2021 | $521,000 | -2.1% | 13,473 | -0.2% | 0.41% | +12.1% |
Q2 2021 | $532,000 | -38.0% | 13,498 | -40.8% | 0.36% | -45.4% |
Q1 2021 | $858,000 | +14.4% | 22,794 | +9.4% | 0.66% | -4.9% |
Q4 2020 | $750,000 | +18.5% | 20,838 | +3.4% | 0.70% | -3.3% |
Q3 2020 | $633,000 | +5.1% | 20,156 | -0.4% | 0.72% | -16.3% |
Q2 2020 | $602,000 | -81.3% | 20,243 | -83.8% | 0.86% | -85.0% |
Q1 2020 | $3,227,000 | -45.4% | 124,881 | -29.0% | 5.77% | +8.6% |
Q4 2019 | $5,913,000 | – | 175,814 | – | 5.31% | – |
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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% |