SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $369,970 | -43.0% | 10,010 | -47.6% | 0.03% | -46.0% |
| Q3 2023 | $648,877 | -97.8% | 19,107 | -97.7% | 0.05% | -97.6% |
| Q2 2023 | $29,870,571 | -0.3% | 837,884 | +0.0% | 2.07% | -0.3% |
| Q1 2023 | $29,957,237 | -3.0% | 837,730 | -12.6% | 2.08% | -27.6% |
| Q4 2022 | $30,890,676 | +31.0% | 959,040 | +14.4% | 2.87% | +44.3% |
| Q3 2022 | $23,577,000 | -11.4% | 838,139 | -0.9% | 1.99% | -6.7% |
| Q2 2022 | $26,608,000 | +8.7% | 846,051 | +26.9% | 2.13% | +29.7% |
| Q1 2022 | $24,479,000 | – | 666,642 | – | 1.64% | – |
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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% |