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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $322,000 | -22.8% | 10,238 | -9.8% | 0.19% | -6.8% |
| Q1 2022 | $417,000 | -8.6% | 11,355 | -3.3% | 0.21% | +12.5% |
| Q4 2021 | $456,000 | +11.8% | 11,741 | +11.5% | 0.18% | -12.0% |
| Q3 2021 | $408,000 | +8.5% | 10,532 | +10.4% | 0.21% | +37.5% |
| Q2 2021 | $376,000 | +5.6% | 9,536 | +0.8% | 0.15% | +2.7% |
| Q1 2021 | $356,000 | -12.3% | 9,461 | -16.0% | 0.15% | -30.2% |
| Q4 2020 | $406,000 | +13.4% | 11,264 | -1.1% | 0.21% | -5.4% |
| Q3 2020 | $358,000 | +9.1% | 11,393 | +3.4% | 0.22% | +6.2% |
| Q2 2020 | $328,000 | +47.7% | 11,018 | +28.2% | 0.21% | +71.5% |
| Q1 2020 | $222,000 | -30.0% | 8,595 | -15.1% | 0.12% | -6.8% |
| Q1 2019 | $317,000 | -8.1% | 10,121 | -16.7% | 0.13% | -18.0% |
| Q4 2018 | $345,000 | – | 12,153 | – | 0.16% | – |
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% |