SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $593,545 | -15.3% | 15,449 | -13.9% | 0.61% | +53.0% |
| Q1 2024 | $700,425 | +10.9% | 17,950 | +5.0% | 0.40% | -2.0% |
| Q4 2023 | $631,813 | +12.5% | 17,095 | +1.7% | 0.41% | +1.5% |
| Q3 2023 | $561,643 | -10.9% | 16,811 | -2.5% | 0.40% | -9.0% |
| Q2 2023 | $630,595 | +5.9% | 17,239 | +2.4% | 0.44% | -2.6% |
| Q1 2023 | $595,258 | +1.7% | 16,834 | -0.2% | 0.45% | +0.7% |
| Q4 2022 | $585,374 | -6.3% | 16,865 | -24.0% | 0.45% | -17.4% |
| Q3 2022 | $625,000 | -11.3% | 22,204 | -2.9% | 0.55% | -5.2% |
| Q2 2022 | $705,000 | -3.7% | 22,875 | +6.6% | 0.58% | 0.0% |
| Q1 2022 | $732,000 | -18.5% | 21,452 | -9.3% | 0.58% | -14.9% |
| Q4 2021 | $898,000 | – | 23,660 | – | 0.68% | – |
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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% |