SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 899 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,001,806 | +6.7% | 26,075 | +8.4% | 0.07% | +1.4% |
| Q1 2024 | $938,865 | -6.3% | 24,061 | -11.3% | 0.07% | -14.1% |
| Q4 2023 | $1,002,138 | +9.6% | 27,114 | +0.7% | 0.08% | -9.6% |
| Q3 2023 | $914,475 | -2.0% | 26,928 | +2.9% | 0.09% | -19.7% |
| Q2 2023 | $932,925 | +6.8% | 26,169 | +4.2% | 0.12% | -19.3% |
| Q1 2023 | $873,758 | +9.3% | 25,108 | +1.1% | 0.14% | -0.7% |
| Q4 2022 | $799,549 | +24.0% | 24,823 | +8.2% | 0.15% | -7.6% |
| Q3 2022 | $645,000 | +3.5% | 22,934 | +15.8% | 0.16% | +15.3% |
| Q2 2022 | $623,000 | -12.9% | 19,805 | +1.7% | 0.14% | -6.8% |
| Q1 2022 | $715,000 | +2.6% | 19,479 | +8.7% | 0.15% | -1.3% |
| Q4 2021 | $697,000 | -18.3% | 17,924 | -18.7% | 0.15% | -31.3% |
| Q3 2021 | $853,000 | +8.4% | 22,041 | +10.5% | 0.22% | +0.9% |
| Q2 2021 | $787,000 | +4.8% | 19,954 | -0.0% | 0.22% | -35.8% |
| Q1 2021 | $751,000 | +6.8% | 19,961 | +2.2% | 0.34% | -2.3% |
| Q4 2020 | $703,000 | +20.8% | 19,529 | +5.3% | 0.34% | +6.2% |
| Q3 2020 | $582,000 | +7.6% | 18,550 | +1.9% | 0.32% | +12.5% |
| Q2 2020 | $541,000 | +5.0% | 18,196 | -8.8% | 0.29% | -16.3% |
| Q1 2020 | $515,000 | -22.0% | 19,943 | +1.6% | 0.34% | -14.9% |
| Q4 2019 | $660,000 | – | 19,627 | – | 0.40% | – |
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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% |