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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $59,000 | -16.9% | 1,611 | -11.3% | 0.02% | -13.6% |
Q4 2021 | $71,000 | +1.4% | 1,817 | 0.0% | 0.02% | -8.3% |
Q3 2021 | $70,000 | -34.0% | 1,817 | -32.7% | 0.02% | -35.1% |
Q2 2021 | $106,000 | +49.3% | 2,699 | +43.4% | 0.04% | +37.0% |
Q1 2021 | $71,000 | 0.0% | 1,882 | -4.9% | 0.03% | -15.6% |
Q4 2020 | $71,000 | 0.0% | 1,978 | -12.2% | 0.03% | -8.6% |
Q3 2020 | $71,000 | +6.0% | 2,254 | 0.0% | 0.04% | -2.8% |
Q2 2020 | $67,000 | +17.5% | 2,254 | +2.4% | 0.04% | -5.3% |
Q1 2020 | $57,000 | -65.5% | 2,202 | -55.1% | 0.04% | -59.6% |
Q4 2019 | $165,000 | +9.3% | 4,902 | +3.8% | 0.09% | +3.3% |
Q3 2019 | $151,000 | +13.5% | 4,724 | +14.1% | 0.09% | +12.3% |
Q2 2019 | $133,000 | +40.0% | 4,141 | +36.8% | 0.08% | +32.8% |
Q1 2019 | $95,000 | +18.8% | 3,026 | +7.8% | 0.06% | +5.2% |
Q4 2018 | $80,000 | -30.4% | 2,808 | -22.6% | 0.06% | -24.7% |
Q3 2018 | $115,000 | +64.3% | 3,627 | +70.4% | 0.08% | +51.0% |
Q2 2018 | $70,000 | +100.0% | 2,129 | +104.5% | 0.05% | +88.9% |
Q1 2018 | $35,000 | – | 1,041 | – | 0.03% | – |
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% |