SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,087,939 | +4.2% | 28,317 | +5.9% | 0.41% | +3.5% |
| Q1 2024 | $1,043,706 | -4.1% | 26,748 | -9.2% | 0.40% | -15.3% |
| Q4 2023 | $1,088,879 | +22.8% | 29,461 | +12.8% | 0.47% | +4.4% |
| Q3 2023 | $886,730 | -5.3% | 26,111 | -0.6% | 0.45% | -2.4% |
| Q2 2023 | $936,739 | +4.9% | 26,276 | +2.4% | 0.46% | -3.8% |
| Q1 2023 | $892,724 | +12.1% | 25,653 | +3.8% | 0.48% | +5.0% |
| Q4 2022 | $796,199 | +21.2% | 24,719 | +5.9% | 0.46% | +7.8% |
| Q3 2022 | $657,000 | -8.0% | 23,351 | +2.9% | 0.42% | -3.4% |
| Q2 2022 | $714,000 | -9.5% | 22,691 | +5.6% | 0.44% | -2.4% |
| Q1 2022 | $789,000 | -0.3% | 21,494 | -0.0% | 0.45% | -6.1% |
| Q4 2021 | $791,000 | – | 21,504 | – | 0.48% | – |
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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% |