SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,458 | +13.7% | 16,209 | +19.3% | 0.01% | +14.3% |
| Q2 2023 | $484,198 | +6.9% | 13,582 | +4.4% | 0.01% | 0.0% |
| Q1 2023 | $452,887 | +105.8% | 13,014 | +90.5% | 0.01% | +75.0% |
| Q4 2022 | $220,059 | +28.7% | 6,832 | +12.5% | 0.00% | +33.3% |
| Q3 2022 | $171,000 | -36.7% | 6,073 | -29.2% | 0.00% | -40.0% |
| Q2 2022 | $270,000 | -16.1% | 8,579 | -2.1% | 0.01% | 0.0% |
| Q1 2022 | $322,000 | +163.9% | 8,767 | +178.3% | 0.01% | +150.0% |
| Q4 2021 | $122,000 | -3.9% | 3,150 | -3.7% | 0.00% | -33.3% |
| Q3 2021 | $127,000 | +84.1% | 3,272 | +87.3% | 0.00% | +200.0% |
| Q2 2021 | $69,000 | +43.8% | 1,747 | +36.7% | 0.00% | 0.0% |
| Q1 2021 | $48,000 | +23.1% | 1,278 | +16.9% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +8.3% | 1,093 | -4.4% | 0.00% | 0.0% |
| Q3 2020 | $36,000 | +5.9% | 1,143 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +3300.0% | 1,143 | +2232.7% | 0.00% | – |
| Q1 2020 | $1,000 | – | 49 | – | 0.00% | – |
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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% |