SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 738 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $110,470 | -1.5% | 0 | -100.0% | 0.03% | -3.7% |
| Q1 2024 | $112,195 | +7.5% | 2,875 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $104,374 | +9.0% | 2,875 | +2.0% | 0.03% | -6.9% |
| Q3 2023 | $95,783 | -4.7% | 2,820 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $100,550 | +3.6% | 2,820 | +1.1% | 0.03% | -3.2% |
| Q1 2023 | $97,089 | +8.0% | 2,790 | 0.0% | 0.03% | -8.8% |
| Q4 2022 | $89,863 | +16.7% | 2,790 | +1.9% | 0.03% | +6.2% |
| Q3 2022 | $77,000 | -23.0% | 2,739 | +0.8% | 0.03% | -8.6% |
| Q1 2022 | $100,000 | -4.8% | 2,716 | +0.1% | 0.04% | -5.4% |
| Q4 2021 | $105,000 | +1.9% | 2,713 | +2.1% | 0.04% | -9.8% |
| Q3 2021 | $103,000 | +25.6% | 2,656 | -15.9% | 0.04% | -31.7% |
| Q1 2020 | $82,000 | +2633.3% | 3,159 | +3616.5% | 0.06% | +2900.0% |
| Q4 2019 | $3,000 | – | 85 | – | 0.00% | – |
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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% |