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 | $2,809,514 | +3.5% | 73,126 | +5.2% | 1.19% | -1.2% |
| Q1 2024 | $2,713,308 | +17.3% | 69,536 | +11.1% | 1.20% | +11.0% |
| Q4 2023 | $2,313,930 | +16.7% | 62,606 | +7.3% | 1.08% | +7.6% |
| Q3 2023 | $1,982,119 | -1.5% | 58,366 | +3.4% | 1.01% | -3.9% |
| Q2 2023 | $2,011,383 | +5.8% | 56,420 | +3.3% | 1.05% | +1.6% |
| Q1 2023 | $1,900,454 | +18.1% | 54,611 | +8.7% | 1.03% | +11.7% |
| Q4 2022 | $1,609,869 | +0.3% | 50,227 | -12.0% | 0.92% | -1.5% |
| Q3 2022 | $1,605,000 | -5.6% | 57,050 | +5.8% | 0.94% | -1.4% |
| Q2 2022 | $1,701,000 | -10.9% | 53,911 | +4.5% | 0.95% | +3.6% |
| Q1 2022 | $1,910,000 | +2.7% | 51,602 | +8.0% | 0.92% | +5.0% |
| Q4 2021 | $1,860,000 | +6.9% | 47,766 | +6.6% | 0.87% | -3.0% |
| Q3 2021 | $1,740,000 | +2.5% | 44,818 | +4.2% | 0.90% | +0.4% |
| Q2 2021 | $1,697,000 | +5.2% | 43,022 | +0.6% | 0.90% | -4.2% |
| Q1 2021 | $1,613,000 | +7.2% | 42,783 | +2.4% | 0.94% | -1.1% |
| Q4 2020 | $1,504,000 | – | 41,772 | – | 0.94% | – |
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% |