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 | $167,089 | +9.2% | 4,349 | +10.9% | 0.04% | +5.9% |
| Q1 2024 | $152,958 | +10.4% | 3,920 | +4.6% | 0.03% | +3.0% |
| Q4 2023 | $138,564 | -13.7% | 3,749 | -20.7% | 0.03% | -21.4% |
| Q3 2023 | $160,529 | +11.9% | 4,727 | +17.5% | 0.04% | +10.5% |
| Q2 2023 | $143,456 | +10.1% | 4,024 | +7.5% | 0.04% | +5.6% |
| Q1 2023 | $130,291 | +7.6% | 3,744 | -0.4% | 0.04% | +2.9% |
| Q4 2022 | $121,077 | +53.3% | 3,759 | +33.3% | 0.04% | +52.2% |
| Q3 2022 | $79,000 | +7800.0% | 2,821 | +11654.2% | 0.02% | – |
| Q2 2022 | $1,000 | -50.0% | 24 | -46.7% | 0.00% | -100.0% |
| Q3 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | – | 45 | – | 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% |