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 | $41,667 | -28.0% | 1,227 | -24.4% | 0.00% | -25.0% |
| Q2 2023 | $57,893 | -13.1% | 1,624 | -15.2% | 0.00% | -20.0% |
| Q1 2023 | $66,607 | -78.7% | 1,914 | -80.2% | 0.01% | -80.0% |
| Q4 2022 | $311,986 | +21.9% | 9,686 | +6.5% | 0.02% | +4.2% |
| Q3 2022 | $256,000 | +271.0% | 9,094 | +311.9% | 0.02% | +300.0% |
| Q2 2022 | $69,000 | -14.8% | 2,208 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $81,000 | -35.7% | 2,208 | -32.0% | 0.01% | -14.3% |
| Q4 2021 | $126,000 | 0.0% | 3,249 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $126,000 | -1.6% | 3,249 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $128,000 | +4.9% | 3,249 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $122,000 | +4.3% | 3,249 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $117,000 | +14.7% | 3,249 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $102,000 | +14.6% | 3,249 | +8.3% | 0.01% | 0.0% |
| Q2 2020 | $89,000 | +34.8% | 3,001 | +17.7% | 0.01% | +28.6% |
| Q1 2020 | $66,000 | -56.9% | 2,550 | -43.9% | 0.01% | -53.3% |
| Q4 2019 | $153,000 | +34.2% | 4,544 | +26.8% | 0.02% | -46.4% |
| Q3 2019 | $114,000 | -22.4% | 3,584 | -21.1% | 0.03% | +86.7% |
| Q2 2019 | $147,000 | +162.5% | 4,544 | +151.2% | 0.02% | +150.0% |
| Q1 2019 | $56,000 | +33.3% | 1,809 | +19.9% | 0.01% | +20.0% |
| Q4 2018 | $42,000 | -16.0% | 1,509 | +1.5% | 0.01% | -64.3% |
| Q3 2018 | $50,000 | – | 1,487 | – | 0.01% | – |
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% |