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 | $351,428 | -1.5% | 9,147 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $356,916 | +5.6% | 9,147 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $338,073 | +8.8% | 9,147 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $310,632 | -4.7% | 9,147 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $326,091 | +2.4% | 9,147 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $318,316 | +5.8% | 9,147 | -2.1% | 0.00% | 0.0% |
| Q4 2022 | $300,809 | +17.0% | 9,339 | +2.1% | 0.00% | 0.0% |
| Q3 2022 | $257,000 | -10.8% | 9,147 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $288,000 | -20.2% | 9,147 | -6.9% | 0.00% | 0.0% |
| Q1 2022 | $361,000 | -15.1% | 9,827 | -10.1% | 0.00% | -20.0% |
| Q4 2021 | $425,000 | +4.4% | 10,927 | +3.9% | 0.01% | 0.0% |
| Q3 2021 | $407,000 | -51.0% | 10,512 | -3.8% | 0.01% | 0.0% |
| Q2 2021 | $830,000 | +110.1% | 10,927 | +3.9% | 0.01% | 0.0% |
| Q1 2021 | $395,000 | – | 10,512 | – | 0.01% | – |
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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% |