SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,088 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,162,924 | -2.8% | 134,381 | -1.2% | 1.86% | -4.0% |
Q1 2024 | $5,309,577 | +2.7% | 136,073 | -2.8% | 1.94% | -1.0% |
Q4 2023 | $5,172,080 | +4.7% | 139,937 | -3.8% | 1.96% | -7.6% |
Q3 2023 | $4,940,583 | -10.2% | 145,482 | -5.7% | 2.12% | -2.9% |
Q2 2023 | $5,498,707 | +0.1% | 154,241 | -2.3% | 2.18% | -5.6% |
Q1 2023 | $5,495,420 | +6.1% | 157,914 | -1.8% | 2.31% | -1.6% |
Q4 2022 | $5,177,834 | +52.6% | 160,752 | +33.3% | 2.34% | +38.0% |
Q3 2022 | $3,393,000 | -12.2% | 120,635 | -1.8% | 1.70% | -7.3% |
Q2 2022 | $3,863,000 | -28.5% | 122,835 | -16.5% | 1.83% | -20.9% |
Q1 2022 | $5,403,000 | +40.4% | 147,143 | +48.7% | 2.32% | +15.8% |
Q4 2021 | $3,847,000 | -0.3% | 98,979 | -0.7% | 2.00% | -8.1% |
Q3 2021 | $3,858,000 | -7.4% | 99,685 | -5.7% | 2.18% | -4.7% |
Q2 2021 | $4,168,000 | +12.5% | 105,655 | +7.3% | 2.28% | -2.4% |
Q1 2021 | $3,704,000 | +4.4% | 98,451 | -0.1% | 2.34% | -1.7% |
Q4 2020 | $3,549,000 | +14.2% | 98,563 | -0.4% | 2.38% | -2.7% |
Q3 2020 | $3,107,000 | +2.0% | 98,946 | -3.4% | 2.45% | -7.0% |
Q2 2020 | $3,046,000 | -20.0% | 102,376 | -30.5% | 2.63% | -30.7% |
Q1 2020 | $3,807,000 | +176.1% | 147,329 | +259.4% | 3.80% | +211.9% |
Q4 2019 | $1,379,000 | – | 40,993 | – | 1.22% | – |
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% |