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 | $298,576 | -23.2% | 8,792 | -19.4% | 0.25% | -34.2% |
| Q2 2023 | $388,977 | -2.5% | 10,911 | -4.9% | 0.38% | -7.1% |
| Q1 2023 | $399,121 | +6.7% | 11,469 | -1.3% | 0.41% | +26.5% |
| Q4 2022 | $374,184 | +14.8% | 11,617 | +0.1% | 0.32% | +4.9% |
| Q3 2022 | $326,000 | -16.8% | 11,606 | -6.8% | 0.31% | -24.6% |
| Q2 2022 | $392,000 | -20.6% | 12,458 | -7.4% | 0.41% | +7.1% |
| Q1 2022 | $494,000 | -19.3% | 13,458 | -14.5% | 0.38% | -43.6% |
| Q4 2021 | $612,000 | +0.2% | 15,745 | -0.2% | 0.67% | -2.7% |
| Q3 2021 | $611,000 | -6.9% | 15,778 | -5.2% | 0.69% | +24.7% |
| Q2 2021 | $656,000 | +1.1% | 16,636 | -3.5% | 0.55% | -5.5% |
| Q1 2021 | $649,000 | – | 17,240 | – | 0.59% | – |
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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% |