SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 1,088 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,797,549 | +0.4% | 255,012 | +2.0% | 4.04% | +0.7% |
| Q1 2024 | $9,754,330 | +8.8% | 249,986 | +3.0% | 4.01% | +3.5% |
| Q4 2023 | $8,966,178 | +14.0% | 242,591 | +4.7% | 3.88% | -1.5% |
| Q3 2023 | $7,867,695 | -4.0% | 231,672 | +0.8% | 3.94% | -2.0% |
| Q2 2023 | $8,196,149 | +7.0% | 229,920 | +4.4% | 4.01% | -6.4% |
| Q1 2023 | $7,661,055 | +12.1% | 220,149 | +3.8% | 4.29% | +0.3% |
| Q4 2022 | $6,834,055 | +26.3% | 212,176 | +10.3% | 4.27% | +11.4% |
| Q3 2022 | $5,410,000 | +5.9% | 192,326 | +18.4% | 3.84% | -4.7% |
| Q2 2022 | $5,107,000 | -7.5% | 162,387 | +8.0% | 4.03% | +4.6% |
| Q1 2022 | $5,520,000 | -12.0% | 150,340 | -6.9% | 3.85% | -21.5% |
| Q4 2021 | $6,276,000 | – | 161,451 | – | 4.90% | – |
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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% |