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 | $696,872 | +3.5% | 18,138 | +5.1% | 0.25% | +0.4% |
| Q1 2024 | $673,495 | +46.0% | 17,260 | +38.3% | 0.25% | +34.6% |
| Q4 2023 | $461,418 | +112.1% | 12,484 | +94.8% | 0.19% | +88.0% |
| Q3 2023 | $217,581 | +25.5% | 6,407 | +31.7% | 0.10% | +26.6% |
| Q2 2023 | $173,401 | +30.8% | 4,864 | +18.1% | 0.08% | +19.7% |
| Q4 2022 | $132,601 | – | 4,117 | – | 0.07% | – |
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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% |