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 | $6,541,775 | +15.6% | 170,270 | +17.4% | 0.00% | 0.0% |
| Q1 2024 | $5,657,901 | -77.5% | 145,000 | -78.7% | 0.00% | -80.0% |
| Q4 2023 | $25,113,029 | +344.1% | 679,465 | +308.0% | 0.01% | +400.0% |
| Q3 2023 | $5,655,189 | +49.2% | 166,525 | +56.7% | 0.00% | 0.0% |
| Q2 2023 | $3,789,452 | +24.0% | 106,296 | +21.0% | 0.00% | 0.0% |
| Q1 2023 | $3,057,215 | +71.5% | 87,851 | +58.7% | 0.00% | – |
| Q4 2022 | $1,782,888 | +406024.8% | 55,352 | +254.7% | 0.00% | – |
| Q3 2022 | $439 | -50.3% | 15,606 | -44.5% | 0.00% | – |
| Q2 2022 | $884 | -100.0% | 28,112 | -56.9% | 0.00% | -100.0% |
| Q1 2022 | $2,395,000 | +69.9% | 65,211 | +79.7% | 0.00% | – |
| Q4 2021 | $1,410,000 | +95.0% | 36,283 | +94.2% | 0.00% | – |
| Q3 2021 | $723,000 | -39.1% | 18,688 | -47.0% | 0.00% | – |
| Q4 2019 | $1,187,000 | +5.6% | 35,285 | 0.0% | 0.00% | – |
| Q3 2019 | $1,124,000 | +266.1% | 35,285 | +225.9% | 0.00% | – |
| Q4 2018 | $307,000 | -53.1% | 10,826 | -47.5% | 0.00% | – |
| Q2 2017 | $655,000 | -67.4% | 20,626 | -69.3% | 0.00% | -100.0% |
| Q1 2017 | $2,009,000 | +8.0% | 67,244 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,861,000 | -3.9% | 67,244 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,936,000 | +6.2% | 67,244 | -0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,823,000 | -15.2% | 67,249 | -15.2% | 0.00% | 0.0% |
| Q1 2016 | $2,149,000 | +17.1% | 79,280 | +19.1% | 0.00% | 0.0% |
| Q4 2015 | $1,835,000 | +0.6% | 66,564 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $1,824,000 | +172.6% | 66,649 | +203.5% | 0.00% | – |
| Q2 2015 | $669,000 | -13.6% | 21,957 | -14.2% | 0.00% | – |
| Q1 2015 | $774,000 | -80.2% | 25,598 | -81.1% | 0.00% | -100.0% |
| Q4 2014 | $3,913,000 | +101.0% | 135,339 | +115.6% | 0.00% | 0.0% |
| Q3 2014 | $1,947,000 | -42.8% | 62,780 | -39.2% | 0.00% | 0.0% |
| Q2 2014 | $3,406,000 | -31.9% | 103,274 | -35.0% | 0.00% | -50.0% |
| Q1 2014 | $5,002,000 | +1900.8% | 158,804 | +1833.8% | 0.00% | – |
| Q3 2013 | $250,000 | – | 8,212 | – | 0.00% | – |
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% |