SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 998 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,571,644 | +1890.2% | 145,019 | +1927.4% | 0.10% | +578.6% |
| Q1 2024 | $279,953 | -16.0% | 7,153 | -20.6% | 0.01% | -22.2% |
| Q4 2023 | $333,143 | +225.7% | 9,014 | +199.3% | 0.02% | +500.0% |
| Q3 2023 | $102,288 | +164.2% | 3,012 | +177.3% | 0.00% | +50.0% |
| Q2 2023 | $38,716 | +3.9% | 1,086 | +1.4% | 0.00% | -33.3% |
| Q1 2023 | $37,271 | -14.0% | 1,071 | -20.4% | 0.00% | 0.0% |
| Q4 2022 | $43,322 | -39.8% | 1,345 | -47.4% | 0.00% | -57.1% |
| Q3 2022 | $72,000 | -10.0% | 2,559 | +0.4% | 0.01% | +16.7% |
| Q2 2022 | $80,000 | -42.4% | 2,548 | -32.9% | 0.01% | -33.3% |
| Q1 2022 | $139,000 | +6.9% | 3,795 | +13.1% | 0.01% | 0.0% |
| Q4 2021 | $130,000 | +39.8% | 3,355 | +39.3% | 0.01% | +28.6% |
| Q3 2021 | $93,000 | +1760.0% | 2,408 | +1873.8% | 0.01% | – |
| Q2 2021 | $5,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 122 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -98.8% | 122 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $320,000 | +30.6% | 12,376 | +42.9% | 0.05% | +23.7% |
| Q4 2018 | $245,000 | – | 8,659 | – | 0.04% | – |
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% |