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 | $99,639 | -4.7% | 2,934 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $104,597 | -6.6% | 2,934 | -8.8% | 0.00% | 0.0% |
Q1 2023 | $111,952 | +9.4% | 3,217 | +1.3% | 0.00% | 0.0% |
Q4 2022 | $102,299 | +23.3% | 3,176 | +7.2% | 0.00% | 0.0% |
Q3 2022 | $83,000 | -10.8% | 2,963 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $93,000 | -18.4% | 2,963 | -4.8% | 0.00% | 0.0% |
Q1 2022 | $114,000 | -3.4% | 3,111 | +2.7% | 0.00% | 0.0% |
Q4 2021 | $118,000 | +0.9% | 3,029 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $117,000 | -4.9% | 3,024 | -3.1% | 0.00% | 0.0% |
Q2 2021 | $123,000 | +4.2% | 3,121 | -0.4% | 0.00% | 0.0% |
Q1 2021 | $118,000 | +10.3% | 3,132 | +5.0% | 0.00% | 0.0% |
Q4 2020 | $107,000 | +10.3% | 2,982 | -3.7% | 0.00% | -33.3% |
Q3 2020 | $97,000 | +9.0% | 3,095 | +3.1% | 0.00% | 0.0% |
Q2 2020 | $89,000 | +4.7% | 3,001 | -8.8% | 0.00% | 0.0% |
Q1 2020 | $85,000 | -23.4% | 3,289 | -0.8% | 0.00% | 0.0% |
Q4 2019 | $111,000 | +9.9% | 3,314 | +4.0% | 0.00% | 0.0% |
Q3 2019 | $101,000 | – | 3,187 | – | 0.00% | – |
Download |
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% |