SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,686,195 | -4.5% | 108,545 | +0.3% | 2.37% | -1.1% |
| Q2 2023 | $3,859,084 | +2.9% | 108,249 | +0.5% | 2.40% | +0.2% |
| Q1 2023 | $3,749,061 | +14.3% | 107,732 | +5.8% | 2.39% | +2.4% |
| Q4 2022 | $3,279,643 | +20.2% | 101,821 | +4.9% | 2.34% | +3.5% |
| Q3 2022 | $2,729,000 | +1.6% | 97,028 | +13.7% | 2.26% | -3.8% |
| Q2 2022 | $2,685,000 | -12.3% | 85,369 | +2.4% | 2.35% | -4.0% |
| Q1 2022 | $3,060,000 | -4.3% | 83,346 | +1.3% | 2.45% | +2.0% |
| Q4 2021 | $3,199,000 | -0.6% | 82,292 | -1.0% | 2.40% | -10.3% |
| Q3 2021 | $3,217,000 | -1.9% | 83,119 | -0.0% | 2.67% | -1.2% |
| Q2 2021 | $3,280,000 | +4.4% | 83,134 | -0.5% | 2.70% | -6.9% |
| Q1 2021 | $3,142,000 | +9.3% | 83,513 | +4.6% | 2.91% | -11.5% |
| Q4 2020 | $2,875,000 | – | 79,846 | – | 3.28% | – |
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% |