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 2023 | $122,061 | -20.7% | 3,424 | -22.6% | 0.11% | -25.9% |
| Q1 2023 | $153,924 | +4.2% | 4,423 | -3.5% | 0.15% | +3.5% |
| Q4 2022 | $147,698 | -17.9% | 4,585 | -28.4% | 0.14% | -22.0% |
| Q3 2022 | $180,000 | -24.7% | 6,407 | -17.1% | 0.18% | -20.2% |
| Q2 2022 | $239,000 | -23.6% | 7,733 | -9.1% | 0.23% | -14.0% |
| Q1 2022 | $313,000 | -14.2% | 8,511 | -9.5% | 0.26% | -9.6% |
| Q4 2021 | $365,000 | – | 9,400 | – | 0.29% | – |
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% |