SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 863 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $740,123 | -1.5% | 19,264 | 0.0% | 0.12% | -3.2% |
Q1 2024 | $751,681 | +5.6% | 19,264 | 0.0% | 0.13% | +28.6% |
Q4 2023 | $711,997 | +8.8% | 19,264 | 0.0% | 0.10% | 0.0% |
Q3 2023 | $654,205 | -8.7% | 19,264 | -4.1% | 0.10% | +5.4% |
Q2 2023 | $716,208 | +2.8% | 20,090 | +0.3% | 0.09% | +1.1% |
Q1 2023 | $696,696 | +8.0% | 20,020 | 0.0% | 0.09% | +2.2% |
Q4 2022 | $644,844 | +13.9% | 20,020 | -0.5% | 0.09% | -1.1% |
Q3 2022 | $566,000 | -6.6% | 20,122 | +4.5% | 0.09% | -2.2% |
Q2 2022 | $606,000 | -15.0% | 19,264 | -0.8% | 0.09% | -3.1% |
Q1 2022 | $713,000 | -5.1% | 19,418 | +0.5% | 0.10% | -4.0% |
Q4 2021 | $751,000 | -2.5% | 19,314 | 0.0% | 0.10% | -3.8% |
Q3 2021 | $770,000 | +0.8% | 19,314 | -0.3% | 0.10% | -1.0% |
Q2 2021 | $764,000 | +4.4% | 19,364 | -0.5% | 0.10% | -3.7% |
Q1 2021 | $732,000 | +4.6% | 19,452 | 0.0% | 0.11% | -9.9% |
Q4 2020 | $700,000 | – | 19,452 | – | 0.12% | – |
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% |