SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 976 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $243,208 | +0.6% | 6,330 | +2.1% | 0.02% | 0.0% |
| Q1 2024 | $241,846 | -1.1% | 6,198 | -6.3% | 0.02% | -10.7% |
| Q4 2023 | $244,496 | +2.6% | 6,615 | -5.8% | 0.03% | -9.7% |
| Q3 2023 | $238,416 | +18.3% | 7,020 | +24.2% | 0.03% | +19.2% |
| Q2 2023 | $201,539 | +5.1% | 5,653 | +2.6% | 0.03% | 0.0% |
| Q1 2023 | $191,679 | +16.4% | 5,508 | +7.7% | 0.03% | 0.0% |
| Q4 2022 | $164,671 | +20.2% | 5,112 | +4.7% | 0.03% | +4.0% |
| Q3 2022 | $137,000 | +0.7% | 4,884 | +12.7% | 0.02% | 0.0% |
| Q2 2022 | $136,000 | +2620.0% | 4,335 | +2931.5% | 0.02% | +2400.0% |
| Q1 2022 | $5,000 | +400.0% | 143 | +472.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 25 | – | 0.00% | – |
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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% |