SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,530 | -1.4% | 91,890 | +0.1% | 1.72% | -4.0% |
| Q1 2024 | $3,581 | +23.9% | 91,779 | +17.4% | 1.79% | +10.2% |
| Q4 2023 | $2,890 | +18.5% | 78,185 | +8.9% | 1.63% | +0.6% |
| Q3 2023 | $2,439 | -1.0% | 71,828 | +4.0% | 1.62% | +1.3% |
| Q2 2023 | $2,463 | +16.1% | 69,083 | +13.4% | 1.60% | +8.8% |
| Q1 2023 | $2,121 | +6.9% | 60,946 | -1.1% | 1.47% | -2.8% |
| Q4 2022 | $1,984 | -99.9% | 61,609 | +21.1% | 1.51% | +31.4% |
| Q3 2022 | $1,431,000 | +13.5% | 50,873 | +26.9% | 1.15% | -0.8% |
| Q2 2022 | $1,261,000 | +84.9% | 40,087 | +115.8% | 1.16% | +109.8% |
| Q1 2022 | $682,000 | -5.5% | 18,573 | +0.0% | 0.55% | -8.1% |
| Q4 2021 | $722,000 | – | 18,566 | – | 0.60% | – |
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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% |