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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $492,276 | -30.3% | 14,146 | -35.5% | 0.58% | -25.7% |
| Q4 2022 | $705,910 | +14.6% | 21,916 | +0.0% | 0.77% | +22.7% |
| Q3 2022 | $616,000 | -10.6% | 21,914 | 0.0% | 0.63% | +3.8% |
| Q2 2022 | $689,000 | -14.4% | 21,914 | +0.0% | 0.61% | +0.5% |
| Q1 2022 | $805,000 | -5.5% | 21,913 | +0.0% | 0.60% | -2.1% |
| Q4 2021 | $852,000 | +7.7% | 21,912 | +7.2% | 0.62% | -3.6% |
| Q3 2021 | $791,000 | -10.2% | 20,435 | -8.5% | 0.64% | -10.2% |
| Q2 2021 | $881,000 | +4.9% | 22,335 | +0.0% | 0.71% | -25.3% |
| Q1 2021 | $840,000 | +2.6% | 22,334 | -1.8% | 0.96% | +0.3% |
| Q4 2020 | $819,000 | +12.2% | 22,739 | -2.1% | 0.95% | +4.3% |
| Q3 2020 | $730,000 | -0.3% | 23,237 | -0.3% | 0.91% | -0.4% |
| Q2 2020 | $732,000 | +215.5% | 23,297 | +237.5% | 0.92% | +273.2% |
| Q4 2019 | $232,000 | – | 6,903 | – | 0.25% | – |
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% |