SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 848 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,222,998 | +0.1% | 266,085 | +1.6% | 6.36% | -5.4% |
| Q1 2024 | $10,216,542 | +8.4% | 261,828 | +2.7% | 6.73% | -6.1% |
| Q4 2023 | $9,421,805 | +14.0% | 254,919 | +4.8% | 7.16% | -7.1% |
| Q3 2023 | $8,262,927 | -1.5% | 243,313 | +0.9% | 7.72% | -7.5% |
| Q2 2023 | $8,391,781 | +1.9% | 241,143 | +1.9% | 8.34% | -0.9% |
| Q1 2023 | $8,236,823 | +7.9% | 236,690 | -0.2% | 8.41% | +2.2% |
| Q4 2022 | $7,635,294 | +14.6% | 237,047 | +2.2% | 8.23% | +5.2% |
| Q3 2022 | $6,660,000 | -8.3% | 231,986 | -0.1% | 7.83% | +10.3% |
| Q2 2022 | $7,262,000 | -12.7% | 232,281 | +2.6% | 7.09% | +2.5% |
| Q1 2022 | $8,314,000 | +3578.8% | 226,412 | +0.2% | 6.92% | +3326.2% |
| Q4 2021 | $226,000 | -97.4% | 225,929 | +0.5% | 0.20% | -97.2% |
| Q3 2021 | $8,698,000 | -3.1% | 224,750 | -1.2% | 7.24% | -2.4% |
| Q2 2021 | $8,973,000 | +7.7% | 227,452 | +2.8% | 7.42% | -3.7% |
| Q1 2021 | $8,334,000 | -3.4% | 221,225 | -7.6% | 7.70% | -9.3% |
| Q4 2020 | $8,624,000 | – | 239,484 | – | 8.50% | – |
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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% |