Clarkston Capital Partners, LLC - SCHWAB STRATEGIC TR ownership

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
Clarkston Capital Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$99,639
-4.7%
2,9340.0%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%
2,9630.0%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$101,0003,1870.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders