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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475 | -1.2% | 13,981 | +1.1% | 0.16% | -3.6% |
| Q1 2023 | $481 | +8.1% | 13,827 | 0.0% | 0.17% | +1.8% |
| Q4 2022 | $445 | -99.9% | 13,827 | +1.9% | 0.16% | -5.2% |
| Q3 2022 | $381,000 | -10.8% | 13,572 | 0.0% | 0.17% | -8.4% |
| Q2 2022 | $427,000 | -22.2% | 13,572 | -9.3% | 0.19% | -12.8% |
| Q1 2022 | $549,000 | -5.8% | 14,959 | -0.3% | 0.22% | -1.4% |
| Q4 2021 | $583,000 | +7.0% | 15,000 | +3.5% | 0.22% | -11.6% |
| Q1 2021 | $545,000 | +4.4% | 14,489 | 0.0% | 0.25% | -8.8% |
| Q4 2020 | $522,000 | +16.3% | 14,489 | +1.4% | 0.27% | +3.0% |
| Q3 2020 | $449,000 | +5.6% | 14,285 | 0.0% | 0.27% | -1.5% |
| Q2 2020 | $425,000 | +16.1% | 14,285 | +0.8% | 0.27% | -2.2% |
| Q1 2020 | $366,000 | -17.2% | 14,171 | +7.9% | 0.28% | -5.8% |
| Q4 2019 | $442,000 | +8.1% | 13,133 | +2.2% | 0.29% | -2.0% |
| Q3 2019 | $409,000 | 0.0% | 12,850 | +0.8% | 0.30% | -5.1% |
| Q2 2019 | $409,000 | +2.5% | 12,749 | 0.0% | 0.32% | -4.8% |
| Q1 2019 | $399,000 | +10.5% | 12,749 | 0.0% | 0.33% | -5.7% |
| Q4 2018 | $361,000 | – | 12,749 | – | 0.35% | – |
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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% |