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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $580,000 | -5.2% | 15,802 | +0.3% | 0.09% | -4.3% |
| Q4 2021 | $612,000 | +1.2% | 15,755 | +0.8% | 0.09% | -18.4% |
| Q3 2021 | $605,000 | +1.2% | 15,628 | +3.0% | 0.11% | -12.3% |
| Q2 2021 | $598,000 | +5.1% | 15,168 | +0.2% | 0.13% | -1.5% |
| Q1 2021 | $569,000 | +11.1% | 15,131 | +6.5% | 0.13% | +1.5% |
| Q4 2020 | $512,000 | +24.3% | 14,209 | +8.2% | 0.13% | +11.1% |
| Q3 2020 | $412,000 | +11.1% | 13,127 | +5.3% | 0.12% | 0.0% |
| Q2 2020 | $371,000 | +20.1% | 12,472 | +4.2% | 0.12% | +3.5% |
| Q1 2020 | $309,000 | -11.7% | 11,967 | +14.9% | 0.11% | +8.7% |
| Q4 2019 | $350,000 | +12.5% | 10,414 | +6.8% | 0.10% | +5.1% |
| Q3 2019 | $311,000 | +5.8% | 9,747 | +6.6% | 0.10% | +3.1% |
| Q2 2019 | $294,000 | +9.7% | 9,147 | +6.9% | 0.10% | +4.3% |
| Q1 2019 | $268,000 | +25.8% | 8,556 | +14.0% | 0.09% | +9.5% |
| Q4 2018 | $213,000 | -12.0% | 7,507 | +4.0% | 0.08% | -2.3% |
| Q3 2018 | $242,000 | +11.0% | 7,221 | +9.7% | 0.09% | +2.4% |
| Q2 2018 | $218,000 | +1.4% | 6,583 | +3.4% | 0.08% | -3.4% |
| Q1 2018 | $215,000 | +5.9% | 6,364 | +6.9% | 0.09% | +6.1% |
| Q4 2017 | $203,000 | – | 5,953 | – | 0.08% | – |
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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% |