SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,214,235 | -1.3% | 94,648 | +3.6% | 0.05% | 0.0% |
| Q2 2023 | $3,255,774 | +12.6% | 91,326 | +9.9% | 0.05% | +4.3% |
| Q1 2023 | $2,891,832 | +9.3% | 83,099 | +1.1% | 0.05% | +4.5% |
| Q4 2022 | $2,646,201 | +11.1% | 82,155 | -3.0% | 0.04% | -2.2% |
| Q3 2022 | $2,381,000 | -26.6% | 84,657 | -17.9% | 0.04% | -27.4% |
| Q2 2022 | $3,244,000 | -17.8% | 103,144 | -4.0% | 0.06% | -7.5% |
| Q1 2022 | $3,946,000 | -7.7% | 107,450 | -2.4% | 0.07% | -2.9% |
| Q4 2021 | $4,277,000 | +15.6% | 110,036 | +15.1% | 0.07% | -2.8% |
| Q3 2021 | $3,701,000 | -2.0% | 95,639 | -0.1% | 0.07% | -5.3% |
| Q2 2021 | $3,777,000 | +374.5% | 95,739 | +352.2% | 0.08% | +316.7% |
| Q1 2021 | $796,000 | -13.6% | 21,170 | -17.2% | 0.02% | -21.7% |
| Q4 2020 | $921,000 | +215.4% | 25,569 | +179.3% | 0.02% | +76.9% |
| Q3 2019 | $292,000 | -96.0% | 9,154 | -96.0% | 0.01% | -96.1% |
| Q2 2019 | $7,300,000 | – | 227,493 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 1,261,994 | $42,857,312 | 18.92% |
| Leverty Financial Group, LLC | 763,759 | $25,940,193 | 18.83% |
| Matrix Trust Co | 1,973,036 | $67,004 | 17.49% |
| ACT WEALTH MANAGEMENT, LLC | 743,643 | $25,254,102 | 16.95% |
| WEALTH MANAGEMENT RESOURCES, INC. | 89,052 | $30,124,236 | 14.56% |
| Evergreen Advisors, LLC | 1,118,458 | $37,982,826 | 13.70% |
| Koesten, Hirschmann & Crabtree, INC. | 504,969 | $17,148,753 | 13.44% |
| Paradigm, Strategies in Wealth Management, LLC | 577,474 | $19,611,004 | 12.50% |
| Riverpoint Wealth Management Holdings, LLC | 1,046,418 | $35,536,345 | 11.72% |
| Benchmark Financial Wealth Advisors, LLC | 728,327 | $24,733,975 | 11.62% |