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 | $6,654,763 | -6.0% | 195,959 | -1.4% | 0.99% | -10.4% |
Q2 2023 | $7,081,903 | +0.6% | 198,651 | -1.8% | 1.10% | -4.8% |
Q1 2023 | $7,041,097 | -49.5% | 202,330 | -51.2% | 1.16% | -3.1% |
Q4 2022 | $13,930,569 | +161.3% | 414,696 | +118.8% | 1.19% | +12.1% |
Q3 2022 | $5,331,000 | +2197.8% | 189,505 | +2470.3% | 1.06% | +2372.1% |
Q2 2022 | $232,000 | +37.3% | 7,373 | +57.0% | 0.04% | +19.4% |
Q4 2020 | $169,000 | +14.2% | 4,697 | -0.0% | 0.04% | -2.7% |
Q3 2020 | $148,000 | -38.1% | 4,698 | -33.8% | 0.04% | -56.5% |
Q4 2019 | $239,000 | – | 7,098 | – | 0.08% | – |
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% |