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 | $246,542 | -12.9% | 6,417 | -11.5% | 0.01% | +80.0% |
| Q1 2024 | $282,944 | +13.9% | 7,251 | +5.5% | 0.01% | -37.5% |
| Q4 2023 | $248,472 | +16.2% | 6,875 | +9.1% | 0.01% | 0.0% |
| Q3 2023 | $213,904 | -4.7% | 6,299 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $224,549 | +4.2% | 6,299 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $215,538 | +615722.9% | 6,194 | +465.7% | 0.01% | +300.0% |
| Q4 2022 | $35 | -99.9% | 1,095 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | -87.6% | 998 | -86.1% | 0.00% | -77.8% |
| Q2 2022 | $225,000 | -75.5% | 7,165 | -71.4% | 0.01% | -64.0% |
| Q1 2022 | $919,000 | +50.2% | 25,014 | +58.8% | 0.02% | +78.6% |
| Q4 2021 | $612,000 | +24.6% | 15,756 | +24.2% | 0.01% | +7.7% |
| Q3 2021 | $491,000 | -6.7% | 12,691 | -4.8% | 0.01% | -7.1% |
| Q2 2021 | $526,000 | +27.7% | 13,329 | +21.7% | 0.01% | +27.3% |
| Q1 2021 | $412,000 | – | 10,950 | – | 0.01% | – |
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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% |