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 | $387,000 | -29.6% | 12,293 | -18.0% | 0.12% | -18.0% |
| Q1 2022 | $550,000 | -27.4% | 14,987 | -23.1% | 0.15% | -27.5% |
| Q4 2021 | $758,000 | -0.1% | 19,493 | -0.6% | 0.21% | -8.8% |
| Q3 2021 | $759,000 | -10.2% | 19,619 | -8.4% | 0.23% | -1.7% |
| Q2 2021 | $845,000 | -69.7% | 21,424 | -71.1% | 0.23% | -60.4% |
| Q1 2021 | $2,790,000 | +128.3% | 74,159 | +118.6% | 0.58% | +113.6% |
| Q4 2020 | $1,222,000 | +15.6% | 33,928 | +0.8% | 0.27% | +0.7% |
| Q3 2020 | $1,057,000 | -11.4% | 33,659 | -16.0% | 0.27% | -4.6% |
| Q2 2020 | $1,193,000 | -30.8% | 40,090 | -39.9% | 0.28% | -44.0% |
| Q1 2020 | $1,724,000 | -14.5% | 66,713 | +11.2% | 0.51% | -0.4% |
| Q4 2019 | $2,017,000 | -42.3% | 59,973 | -45.3% | 0.51% | -46.9% |
| Q3 2019 | $3,494,000 | -4.6% | 109,671 | -3.9% | 0.96% | -9.3% |
| Q2 2019 | $3,663,000 | +17.3% | 114,140 | +14.4% | 1.06% | +6.9% |
| Q1 2019 | $3,124,000 | +98.7% | 99,774 | +79.9% | 0.99% | +58.7% |
| Q4 2018 | $1,572,000 | -25.0% | 55,463 | -11.3% | 0.62% | -16.9% |
| Q3 2018 | $2,097,000 | +11.0% | 62,539 | +9.4% | 0.75% | +4.6% |
| Q2 2018 | $1,889,000 | +3.3% | 57,147 | +5.4% | 0.72% | -8.1% |
| Q1 2018 | $1,828,000 | +85.6% | 54,235 | +87.7% | 0.78% | +90.7% |
| Q4 2017 | $985,000 | – | 28,898 | – | 0.41% | – |
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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% |