Retirement Group, LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Retirement Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$848,898
-7.9%
24,997
-3.3%
0.35%
-7.8%
Q2 2023$922,016
+90471.3%
25,863
-11.6%
0.38%
-17.2%
Q1 2023$1,018
+5.7%
29,264
-2.1%
0.46%
-0.6%
Q4 2022$963
-99.9%
29,905
+30.2%
0.47%
-9.7%
Q3 2022$646,000
-37.3%
22,974
-29.8%
0.52%
+21.1%
Q2 2022$1,030,000
+63.5%
32,747
+90.9%
0.43%
+75.7%
Q1 2022$630,000
+9.6%
17,158
+16.1%
0.24%
-3.2%
Q4 2021$575,000
+0.3%
14,780
-0.3%
0.25%
-4.6%
Q3 2021$573,000
-10.5%
14,818
-8.6%
0.26%
-14.6%
Q2 2021$640,000
+4.7%
16,212
-0.2%
0.31%
+11.2%
Q1 2021$611,000
+3.9%
16,249
-0.6%
0.28%
+2.6%
Q4 2020$588,000
+13.7%
16,351
-0.6%
0.27%
-6.9%
Q3 2020$517,000
+5.5%
16,451
-0.2%
0.29%
-4.6%
Q2 2020$490,000
-6.0%
16,484
+6.4%
0.30%
-10.3%
Q4 2019$521,000–15,487–0.34%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders