SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 793 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,517 | -1.5% | 534 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $20,837 | -90.8% | 534 | -91.2% | 0.01% | -87.5% |
| Q4 2023 | $225,456 | +11.9% | 6,100 | +2.8% | 0.06% | -3.4% |
| Q3 2023 | $201,485 | -4.4% | 5,933 | +0.3% | 0.06% | -3.3% |
| Q2 2023 | $210,799 | -6.9% | 5,913 | -9.1% | 0.06% | -13.0% |
| Q1 2023 | $226,340 | +18.8% | 6,504 | +10.0% | 0.07% | +11.3% |
| Q4 2022 | $190,458 | +14.7% | 5,913 | 0.0% | 0.06% | +1.6% |
| Q3 2022 | $166,000 | -43.2% | 5,913 | -36.3% | 0.06% | -42.5% |
| Q2 2022 | $292,000 | +32.7% | 9,289 | +55.1% | 0.11% | +47.2% |
| Q1 2022 | $220,000 | +4.8% | 5,989 | +10.9% | 0.07% | +10.8% |
| Q4 2021 | $210,000 | +0.5% | 5,399 | 0.0% | 0.06% | -5.8% |
| Q3 2021 | $209,000 | -1.9% | 5,399 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $213,000 | +4.9% | 5,399 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $203,000 | +4.6% | 5,399 | 0.0% | 0.07% | -1.3% |
| Q4 2020 | $194,000 | – | 5,399 | – | 0.08% | – |
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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% |