Red Door Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
Red Door Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$605,742
+18.9%
17,837
+24.8%
0.15%
+33.6%
Q2 2023$509,343
+2.4%
14,287
-0.0%
0.11%
-27.6%
Q1 2023$497,405
-49.7%
14,293
-53.4%
0.16%
-51.9%
Q4 2022$987,985
+120.0%
30,673
+91.9%
0.32%
+90.6%
Q3 2022$449,000
-6.8%
15,981
+4.1%
0.17%
-4.5%
Q2 2022$482,000
-15.1%
15,347
-0.9%
0.18%
-6.3%
Q1 2022$568,000
-36.9%
15,487
-33.2%
0.19%
-35.6%
Q4 2021$900,000
+53.1%
23,176
+52.6%
0.30%
+31.1%
Q3 2021$588,000
+33.3%
15,184
+35.8%
0.22%
+31.6%
Q2 2021$441,000
+10.5%
11,180
+5.5%
0.17%
-15.8%
Q1 2021$399,000
-10.5%
10,596
-14.5%
0.20%
-22.8%
Q4 2020$446,000
+6.4%
12,398
-7.0%
0.26%
-14.9%
Q3 2020$419,000
+4.0%
13,335
-1.8%
0.31%
+4.7%
Q2 2020$403,000
+0.5%
13,573
-12.6%
0.30%
-22.6%
Q1 2020$401,000
-74.4%
15,529
-66.4%
0.38%
-72.6%
Q4 2019$1,565,000–46,202–1.39%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
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