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 | $10,802,337 | +18.9% | 318,090 | +24.9% | 5.67% | +18.3% |
| Q2 2023 | $9,082,553 | +62.0% | 254,770 | +58.1% | 4.79% | +46.3% |
| Q1 2023 | $5,607,096 | +8.1% | 161,123 | +7.7% | 3.27% | +10.1% |
| Q4 2022 | $5,189,152 | +49.1% | 149,545 | +20.9% | 2.98% | +52.6% |
| Q3 2022 | $3,480,000 | -10.5% | 123,704 | +0.0% | 1.95% | -7.7% |
| Q2 2022 | $3,889,000 | +146.1% | 123,648 | +187.3% | 2.11% | +157.2% |
| Q1 2022 | $1,580,000 | +145.3% | 43,038 | +159.8% | 0.82% | +135.9% |
| Q4 2021 | $644,000 | – | 16,568 | – | 0.35% | – |
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% |