SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $19,330,000 | -7.2% | 526,403 | -1.7% | 11.99% | -13.4% |
Q4 2021 | $20,820,000 | -12.2% | 535,610 | -12.6% | 13.84% | -12.5% |
Q3 2021 | $23,718,000 | -1.9% | 612,866 | -0.0% | 15.81% | -1.9% |
Q2 2021 | $24,178,000 | +23.5% | 612,889 | +17.8% | 16.12% | +3.4% |
Q1 2021 | $19,575,000 | -9.6% | 520,347 | -13.5% | 15.59% | -7.3% |
Q4 2020 | $21,659,000 | +15.5% | 601,477 | +0.7% | 16.82% | +5.8% |
Q3 2020 | $18,758,000 | +7.3% | 597,378 | +1.6% | 15.90% | -0.7% |
Q2 2020 | $17,486,000 | +19.9% | 587,750 | +4.2% | 16.01% | +26.7% |
Q1 2020 | $14,578,000 | -17.0% | 564,159 | +8.1% | 12.64% | -24.1% |
Q4 2019 | $17,556,000 | – | 522,039 | – | 16.64% | – |
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% |