SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,286,039 | -6.5% | 479,565 | -1.8% | 0.94% | -2.7% |
Q2 2023 | $17,416,249 | +2.1% | 488,534 | -0.4% | 0.96% | -4.2% |
Q1 2023 | $17,064,190 | +6.3% | 490,350 | -1.6% | 1.00% | +0.6% |
Q4 2022 | $16,046,065 | +12.5% | 498,170 | -1.7% | 1.00% | +2.3% |
Q3 2022 | $14,259,000 | -16.4% | 506,901 | -6.6% | 0.98% | -13.3% |
Q2 2022 | $17,060,000 | -17.0% | 542,468 | -3.1% | 1.12% | -0.9% |
Q1 2022 | $20,564,000 | -4.6% | 560,016 | +1.0% | 1.13% | +4.5% |
Q4 2021 | $21,558,000 | -0.0% | 554,618 | -0.5% | 1.08% | -8.4% |
Q3 2021 | $21,567,000 | -2.0% | 557,308 | -0.1% | 1.18% | -3.0% |
Q2 2021 | $22,004,000 | +7.4% | 557,777 | +2.4% | 1.22% | -0.7% |
Q1 2021 | $20,494,000 | +7.3% | 544,770 | +2.7% | 1.23% | +1.8% |
Q4 2020 | $19,098,000 | +15.7% | 530,364 | +0.9% | 1.21% | -0.9% |
Q3 2020 | $16,504,000 | +4.2% | 525,594 | -1.3% | 1.22% | -3.2% |
Q2 2020 | $15,836,000 | +19.8% | 532,298 | +4.0% | 1.26% | -1.5% |
Q1 2020 | $13,223,000 | -16.0% | 511,713 | +9.3% | 1.28% | +12.8% |
Q4 2019 | $15,744,000 | +11.8% | 468,158 | +5.9% | 1.13% | +2.4% |
Q3 2019 | $14,080,000 | +1.7% | 441,932 | +2.4% | 1.10% | +2.1% |
Q2 2019 | $13,847,000 | +3.4% | 431,492 | +0.9% | 1.08% | -0.3% |
Q1 2019 | $13,391,000 | +10.1% | 427,702 | -0.3% | 1.08% | -5.8% |
Q4 2018 | $12,161,000 | +10.8% | 428,948 | +31.0% | 1.15% | +30.6% |
Q3 2018 | $10,979,000 | +789.7% | 327,429 | +777.1% | 0.88% | +731.1% |
Q2 2018 | $1,234,000 | +14.2% | 37,332 | +16.4% | 0.11% | +9.3% |
Q1 2018 | $1,081,000 | +36.5% | 32,082 | +38.0% | 0.10% | +36.6% |
Q4 2017 | $792,000 | +43.0% | 23,243 | +40.3% | 0.07% | +29.1% |
Q3 2017 | $554,000 | +64.9% | 16,567 | +56.6% | 0.06% | +61.8% |
Q2 2017 | $336,000 | +10.5% | 10,577 | +9.6% | 0.03% | -5.6% |
Q1 2014 | $304,000 | 0.0% | 9,650 | 0.0% | 0.04% | -2.7% |
Q4 2013 | $304,000 | – | 9,650 | – | 0.04% | – |
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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% |