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 | $1,062,914 | +11.6% | 31,299 | +17.1% | 0.26% | +13.0% |
| Q2 2023 | $952,535 | +12.5% | 26,719 | +9.8% | 0.23% | +3.6% |
| Q1 2023 | $846,806 | +25.7% | 24,333 | +16.4% | 0.22% | +5.7% |
| Q4 2022 | $673,424 | +161.0% | 20,907 | +128.2% | 0.21% | +117.5% |
| Q3 2022 | $258,000 | -50.7% | 9,162 | -44.9% | 0.10% | -52.2% |
| Q2 2022 | $523,000 | -12.1% | 16,633 | +2.6% | 0.20% | -9.4% |
| Q1 2022 | $595,000 | +26.9% | 16,204 | +34.2% | 0.22% | +76.4% |
| Q4 2021 | $469,000 | – | 12,072 | – | 0.13% | – |
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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% |