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 | $2,802,023 | -5.2% | 72,931 | -3.7% | 1.77% | -4.8% |
| Q1 2024 | $2,955,780 | +4.5% | 75,750 | -1.0% | 1.86% | -1.7% |
| Q4 2023 | $2,829,302 | +9.1% | 76,550 | +0.3% | 1.89% | +1.0% |
| Q3 2023 | $2,592,756 | -6.4% | 76,347 | -1.8% | 1.87% | -3.4% |
| Q2 2023 | $2,770,940 | +2.7% | 77,726 | +0.3% | 1.94% | -5.0% |
| Q1 2023 | $2,698,125 | +3.2% | 77,532 | -4.5% | 2.04% | -5.5% |
| Q4 2022 | $2,613,873 | – | 81,151 | – | 2.16% | – |
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% |