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 | $5,529,307 | -6.3% | 162,818 | +0.3% | 1.89% | -1.6% |
| Q2 2023 | $5,903,078 | +3.9% | 162,306 | -0.6% | 1.92% | -6.1% |
| Q1 2023 | $5,684,042 | +10.6% | 163,335 | +2.4% | 2.04% | +7.1% |
| Q4 2022 | $5,138,065 | +20.5% | 159,518 | +5.2% | 1.91% | +10.1% |
| Q3 2022 | $4,264,000 | -16.3% | 151,564 | -6.5% | 1.73% | -12.5% |
| Q2 2022 | $5,096,000 | -15.9% | 162,036 | -1.8% | 1.98% | -0.2% |
| Q1 2022 | $6,059,000 | +0.6% | 164,996 | +6.5% | 1.98% | +4.5% |
| Q4 2021 | $6,020,000 | +2.9% | 154,877 | +4.4% | 1.90% | -1.9% |
| Q3 2021 | $5,850,000 | 0.0% | 148,299 | 0.0% | 1.94% | -8.3% |
| Q2 2021 | $5,850,000 | +6.8% | 148,299 | +1.9% | 2.11% | +8.4% |
| Q1 2021 | $5,477,000 | +9.7% | 145,583 | +5.0% | 1.95% | +2.6% |
| Q4 2020 | $4,991,000 | +19.5% | 138,612 | +4.2% | 1.90% | +1.4% |
| Q3 2020 | $4,178,000 | +5.5% | 133,056 | -0.0% | 1.87% | +1.9% |
| Q2 2020 | $3,960,000 | +30.2% | 133,107 | +13.1% | 1.84% | +16.1% |
| Q1 2020 | $3,042,000 | -16.1% | 117,733 | +9.2% | 1.58% | +2.3% |
| Q4 2019 | $3,625,000 | – | 107,793 | – | 1.55% | – |
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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% |