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 | $3,830,282 | +0.6% | 99,695 | +2.2% | 3.61% | -1.8% |
| Q1 2024 | $3,806,440 | -13.6% | 97,551 | -24.8% | 3.68% | +2.5% |
| Q4 2023 | $4,406,562 | 0.0% | 129,757 | 0.0% | 3.59% | -16.3% |
| Q3 2023 | $4,406,562 | +27.7% | 129,757 | +34.0% | 4.29% | +13.0% |
| Q2 2023 | $3,451,027 | -27.5% | 96,803 | -29.3% | 3.80% | -16.6% |
| Q1 2023 | $4,763,031 | +8.2% | 136,869 | +0.2% | 4.55% | +0.9% |
| Q4 2022 | $4,400,296 | +19.4% | 136,613 | +4.3% | 4.51% | +5.1% |
| Q3 2022 | $3,686,000 | -11.9% | 131,035 | -1.6% | 4.29% | -5.4% |
| Q2 2022 | $4,186,000 | -4.8% | 133,105 | +11.2% | 4.54% | +5.3% |
| Q1 2022 | $4,395,000 | +3.9% | 119,701 | +10.0% | 4.31% | +6.9% |
| Q4 2021 | $4,229,000 | – | 108,801 | – | 4.03% | – |
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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% |