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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $646 | -83.3% | 18,147 | -83.7% | 0.06% | -92.5% |
| Q1 2023 | $3,879 | +115.7% | 111,487 | +99.7% | 0.82% | +138.9% |
| Q4 2022 | $1,798 | -99.9% | 55,824 | -45.4% | 0.34% | -28.5% |
| Q3 2022 | $2,878,000 | +22.0% | 102,315 | +36.4% | 0.48% | +33.1% |
| Q2 2022 | $2,359,000 | +61.0% | 75,018 | +98.9% | 0.36% | +74.3% |
| Q4 2021 | $1,465,000 | +5.5% | 37,713 | -14.8% | 0.21% | +70.2% |
| Q3 2020 | $1,389,000 | – | 44,267 | – | 0.12% | – |
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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% |