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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,559 | -4.8% | 3,167 | -0.1% | 0.02% | -5.0% |
| Q2 2023 | $113,019 | +25.2% | 3,170 | +22.2% | 0.02% | +11.1% |
| Q1 2023 | $90,276 | -3.6% | 2,594 | -10.7% | 0.02% | -5.3% |
| Q4 2022 | $93,601 | +18.5% | 2,906 | +3.1% | 0.02% | +11.8% |
| Q3 2022 | $79,000 | +3.9% | 2,819 | +17.1% | 0.02% | +21.4% |
| Q2 2022 | $76,000 | -6.2% | 2,408 | +8.6% | 0.01% | +7.7% |
| Q1 2022 | $81,000 | +376.5% | 2,218 | +397.3% | 0.01% | +333.3% |
| Q4 2021 | $17,000 | 0.0% | 446 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 436 | -6.8% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +800.0% | 468 | +680.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 60 | +93.5% | 0.00% | – |
| Q3 2020 | $1,000 | -97.1% | 31 | -97.5% | 0.00% | -100.0% |
| Q4 2015 | $34,000 | – | 1,226 | – | 0.02% | – |
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% |