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 | $28,291,815 | +2.1% | 736,382 | +3.7% | 7.01% | -2.2% |
| Q1 2024 | $27,700,416 | +11.4% | 709,903 | +5.5% | 7.17% | +5.3% |
| Q4 2023 | $24,871,346 | +11.9% | 672,926 | +2.8% | 6.81% | +1.9% |
| Q3 2023 | $22,232,395 | -19.3% | 654,664 | -15.2% | 6.69% | -17.9% |
| Q2 2023 | $27,532,537 | -2.1% | 772,301 | -4.4% | 8.15% | -9.9% |
| Q1 2023 | $28,115,065 | +10.7% | 807,904 | +2.4% | 9.04% | +7.2% |
| Q4 2022 | $25,404,193 | – | 788,705 | – | 8.44% | – |
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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% |