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 | $12,005,641 | -4.7% | 353,523 | 0.0% | 1.54% | -1.3% |
| Q2 2023 | $12,603,095 | +2.6% | 353,523 | +0.2% | 1.57% | +2.7% |
| Q1 2023 | $12,280,635 | +28.8% | 352,892 | +19.2% | 1.52% | +24.7% |
| Q4 2022 | $9,532,502 | +19.9% | 295,949 | +4.7% | 1.22% | +10.1% |
| Q3 2022 | $7,951,000 | -73.8% | 282,668 | -70.7% | 1.11% | -67.1% |
| Q2 2022 | $30,359,000 | -13.5% | 965,322 | +1.0% | 3.38% | +0.8% |
| Q1 2022 | $35,094,000 | -2.8% | 955,717 | +2.9% | 3.35% | +3.7% |
| Q4 2021 | $36,100,000 | +8.9% | 928,742 | +8.4% | 3.23% | +3.3% |
| Q3 2021 | $33,158,000 | – | 856,807 | – | 3.13% | – |
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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% |