SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,000 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $181,650 | -6.6% | 4,728 | -5.1% | 0.08% | -28.8% |
Q1 2024 | $194,398 | +0.4% | 4,982 | -4.9% | 0.11% | -28.8% |
Q4 2023 | $193,633 | +4.2% | 5,239 | -4.3% | 0.16% | -15.2% |
Q3 2023 | $185,863 | -2.9% | 5,473 | +1.9% | 0.18% | 0.0% |
Q2 2023 | $191,441 | -2.2% | 5,370 | -4.5% | 0.18% | -12.8% |
Q1 2023 | $195,750 | +2.4% | 5,625 | -5.2% | 0.21% | -13.5% |
Q4 2022 | $191,134 | -24.2% | 5,934 | -33.8% | 0.24% | -28.9% |
Q3 2022 | $252,000 | -33.9% | 8,960 | -26.1% | 0.34% | -31.0% |
Q2 2022 | $381,000 | +63.5% | 12,128 | +91.1% | 0.50% | +68.5% |
Q1 2022 | $233,000 | -6.4% | 6,346 | -1.1% | 0.30% | +23.9% |
Q4 2021 | $249,000 | – | 6,418 | – | 0.24% | – |
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% |