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 | $2,674,082 | -5.5% | 78,742 | -0.7% | 0.42% | -5.0% |
| Q2 2023 | $2,828,257 | +1.9% | 79,334 | -0.6% | 0.44% | -2.0% |
| Q1 2023 | $2,776,356 | +7.5% | 79,780 | -0.5% | 0.45% | +3.2% |
| Q4 2022 | $2,583,351 | +13.9% | 80,203 | -0.5% | 0.44% | +11.7% |
| Q3 2022 | $2,268,000 | -12.9% | 80,643 | -2.6% | 0.39% | -43.4% |
| Q2 2022 | $2,605,000 | -14.2% | 82,834 | +0.2% | 0.69% | +64.0% |
| Q1 2022 | $3,037,000 | -9.4% | 82,694 | -4.1% | 0.42% | -0.9% |
| Q4 2021 | $3,351,000 | -18.8% | 86,214 | -19.1% | 0.43% | -22.7% |
| Q3 2021 | $4,125,000 | -20.5% | 106,586 | -18.9% | 0.55% | -22.8% |
| Q2 2021 | $5,186,000 | -21.8% | 131,453 | -25.4% | 0.71% | -27.5% |
| Q1 2021 | $6,632,000 | -64.3% | 176,290 | -65.8% | 0.98% | -62.8% |
| Q4 2020 | $18,578,000 | +9.3% | 515,900 | -4.7% | 2.65% | -4.0% |
| Q3 2020 | $16,998,000 | -3.5% | 541,337 | -5.1% | 2.76% | -2.0% |
| Q2 2020 | $17,607,000 | +13.7% | 570,196 | -0.2% | 2.82% | +1.5% |
| Q1 2020 | $15,485,000 | -25.1% | 571,410 | -12.2% | 2.78% | -23.5% |
| Q4 2019 | $20,682,000 | +4.7% | 650,991 | +5.0% | 3.63% | -2.9% |
| Q3 2019 | $19,758,000 | +1.1% | 620,142 | +1.8% | 3.74% | -2.1% |
| Q2 2019 | $19,552,000 | +3.8% | 609,309 | +1.3% | 3.82% | -0.7% |
| Q1 2019 | $18,834,000 | +359.5% | 601,547 | +316.1% | 3.84% | +327.6% |
| Q4 2018 | $4,099,000 | – | 144,576 | – | 0.90% | – |
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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% |