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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $32,000 | -15.8% | 1,023 | 0.0% | 0.02% | -5.3% |
| Q1 2022 | $38,000 | -7.3% | 1,023 | -3.9% | 0.02% | -20.8% |
| Q4 2021 | $41,000 | -93.2% | 1,064 | -93.2% | 0.02% | -91.3% |
| Q3 2021 | $606,000 | -8.9% | 15,659 | -7.1% | 0.28% | -4.8% |
| Q2 2021 | $665,000 | +3.7% | 16,850 | -1.1% | 0.29% | +5.8% |
| Q1 2021 | $641,000 | +6.7% | 17,035 | +2.0% | 0.28% | -2.1% |
| Q4 2020 | $601,000 | +17.4% | 16,700 | +2.5% | 0.28% | -6.3% |
| Q3 2020 | $512,000 | +2.2% | 16,298 | -3.3% | 0.30% | -5.1% |
| Q2 2020 | $501,000 | +8.0% | 16,852 | -6.2% | 0.32% | -6.2% |
| Q1 2020 | $464,000 | +4.5% | 17,973 | +36.1% | 0.34% | +58.2% |
| Q4 2019 | $444,000 | +12.1% | 13,206 | +6.2% | 0.21% | -3.2% |
| Q3 2019 | $396,000 | +1.3% | 12,434 | +2.2% | 0.22% | -3.5% |
| Q2 2019 | $391,000 | -12.1% | 12,170 | -14.3% | 0.23% | -16.5% |
| Q1 2019 | $445,000 | +11.2% | 14,200 | +0.7% | 0.27% | -6.2% |
| Q4 2018 | $400,000 | -12.9% | 14,107 | +3.1% | 0.29% | -3.0% |
| Q3 2018 | $459,000 | +21.8% | 13,682 | +20.0% | 0.30% | +6.8% |
| Q2 2018 | $377,000 | -5.3% | 11,403 | -3.4% | 0.28% | -7.3% |
| Q1 2018 | $398,000 | +21.7% | 11,810 | +23.0% | 0.30% | +25.7% |
| Q4 2017 | $327,000 | -17.6% | 9,600 | -33.0% | 0.24% | -28.7% |
| Q4 2016 | $397,000 | +24.5% | 14,330 | +29.2% | 0.34% | +25.2% |
| Q3 2016 | $319,000 | -49.1% | 11,092 | -52.1% | 0.27% | -28.4% |
| Q2 2016 | $627,000 | +4.2% | 23,141 | +4.2% | 0.38% | -2.6% |
| Q1 2016 | $602,000 | +20.4% | 22,210 | +22.4% | 0.39% | +35.8% |
| Q4 2015 | $500,000 | +45.8% | 18,147 | +44.9% | 0.28% | +26.1% |
| Q3 2015 | $343,000 | -6.3% | 12,527 | +4.2% | 0.23% | +6.1% |
| Q2 2015 | $366,000 | +9.3% | 12,020 | +8.4% | 0.21% | +4.9% |
| Q1 2015 | $335,000 | +42.6% | 11,084 | +36.1% | 0.20% | +14.0% |
| Q4 2014 | $235,000 | – | 8,144 | – | 0.18% | – |
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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% |