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 | $1,174,115 | -2.7% | 30,560 | -1.1% | 0.91% | -3.0% |
| Q1 2024 | $1,206,264 | +2.4% | 30,914 | -3.0% | 0.94% | -4.1% |
| Q4 2023 | $1,177,952 | +8.7% | 31,871 | -0.1% | 0.98% | -1.1% |
| Q3 2023 | $1,083,460 | -5.3% | 31,904 | -0.6% | 0.99% | -3.3% |
| Q2 2023 | $1,144,650 | -0.2% | 32,108 | -2.6% | 1.02% | -6.1% |
| Q1 2023 | $1,146,869 | +7.2% | 32,956 | -0.8% | 1.09% | +19.9% |
| Q4 2022 | $1,069,952 | +18.1% | 33,218 | +3.1% | 0.91% | +11.3% |
| Q3 2022 | $906,000 | – | 32,221 | – | 0.81% | – |
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% |