SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 815 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $620,301 | +5.6% | 15,897 | 0.0% | 0.12% | -6.0% |
Q4 2023 | $587,553 | +8.8% | 15,897 | 0.0% | 0.13% | +3.1% |
Q3 2023 | $539,862 | -4.7% | 15,897 | 0.0% | 0.13% | +3.2% |
Q2 2023 | $566,728 | +2.4% | 15,897 | 0.0% | 0.12% | +5.9% |
Q1 2023 | $553,216 | +40.8% | 15,897 | +30.3% | 0.12% | +43.9% |
Q4 2022 | $392,833 | +14.5% | 12,196 | 0.0% | 0.08% | -5.7% |
Q3 2022 | $343,000 | -10.7% | 12,196 | 0.0% | 0.09% | -3.3% |
Q2 2022 | $384,000 | -14.3% | 12,196 | 0.0% | 0.09% | -4.3% |
Q1 2022 | $448,000 | -5.5% | 12,196 | 0.0% | 0.09% | -2.1% |
Q4 2021 | $474,000 | +0.4% | 12,196 | 0.0% | 0.10% | -6.8% |
Q3 2021 | $472,000 | -6.7% | 12,196 | -4.9% | 0.10% | -4.6% |
Q2 2021 | $506,000 | -4.9% | 12,830 | -9.3% | 0.11% | -21.7% |
Q1 2021 | $532,000 | +4.5% | 14,141 | 0.0% | 0.14% | +2.2% |
Q4 2020 | $509,000 | +14.6% | 14,141 | 0.0% | 0.14% | -2.9% |
Q3 2020 | $444,000 | +5.5% | 14,141 | 0.0% | 0.14% | 0.0% |
Q2 2020 | $421,000 | – | 14,141 | – | 0.14% | – |
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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% |