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 | $7,601,232 | -0.8% | 197,846 | +0.7% | 3.93% | -4.2% |
| Q1 2024 | $7,665,467 | +7.6% | 196,450 | +1.9% | 4.10% | +1.4% |
| Q4 2023 | $7,123,179 | +10.0% | 192,727 | +1.1% | 4.04% | +0.1% |
| Q3 2023 | $6,476,162 | -1.5% | 190,700 | +3.4% | 4.04% | -1.8% |
| Q2 2023 | $6,577,236 | +0.3% | 184,495 | -2.0% | 4.11% | -3.5% |
| Q1 2023 | $6,554,430 | +7.5% | 188,346 | -0.5% | 4.26% | +3.1% |
| Q4 2022 | $6,098,696 | +24.0% | 189,342 | +8.3% | 4.13% | +16.2% |
| Q3 2022 | $4,917,000 | -20.5% | 174,790 | -11.2% | 3.56% | -17.9% |
| Q2 2022 | $6,188,000 | -10.6% | 196,752 | +4.4% | 4.33% | +1.5% |
| Q1 2022 | $6,922,000 | -3.1% | 188,502 | +2.6% | 4.27% | -0.3% |
| Q4 2021 | $7,142,000 | +0.5% | 183,739 | +0.0% | 4.28% | -5.2% |
| Q3 2021 | $7,110,000 | +1.3% | 183,730 | +3.3% | 4.51% | -2.7% |
| Q2 2021 | $7,019,000 | +2.4% | 177,923 | +1.1% | 4.64% | -5.1% |
| Q1 2021 | $6,853,000 | +15.0% | 176,043 | +6.4% | 4.89% | -5.7% |
| Q4 2020 | $5,957,000 | – | 165,416 | – | 5.19% | – |
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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% |