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 | $48,177 | -2.8% | 1,418,627 | +2.0% | 3.95% | +2.9% |
| Q2 2023 | $49,580 | +1.8% | 1,390,734 | -0.7% | 3.84% | -3.2% |
| Q1 2023 | $48,725 | +5.9% | 1,400,132 | -2.0% | 3.96% | +0.9% |
| Q4 2022 | $46,032 | -99.9% | 1,429,119 | -4.5% | 3.93% | -1.7% |
| Q3 2022 | $42,108,000 | -3.9% | 1,496,895 | +7.4% | 4.00% | +3.8% |
| Q2 2022 | $43,825,000 | -10.7% | 1,393,475 | +4.2% | 3.85% | +0.0% |
| Q1 2022 | $49,102,000 | -1.8% | 1,337,201 | +3.9% | 3.85% | -1.1% |
| Q4 2021 | $50,020,000 | +3.4% | 1,286,859 | +3.0% | 3.89% | -3.3% |
| Q3 2021 | $48,356,000 | +1.3% | 1,249,507 | +3.2% | 4.03% | +0.7% |
| Q2 2021 | $47,744,000 | +2.9% | 1,210,235 | -1.9% | 4.00% | +3.3% |
| Q1 2021 | $46,399,000 | +5.6% | 1,233,358 | +1.1% | 3.87% | -8.9% |
| Q4 2020 | $43,937,000 | +15.9% | 1,220,139 | +1.0% | 4.24% | -5.0% |
| Q3 2020 | $37,916,000 | +4.0% | 1,207,505 | -1.5% | 4.47% | -2.1% |
| Q2 2020 | $36,458,000 | +30.1% | 1,225,490 | +13.0% | 4.56% | +9.1% |
| Q1 2020 | $28,033,000 | +78.1% | 1,084,866 | +131.8% | 4.18% | +112.0% |
| Q4 2019 | $15,742,000 | +1483.7% | 468,083 | +1400.8% | 1.97% | +1360.7% |
| Q3 2019 | $994,000 | +43.0% | 31,188 | +44.1% | 0.14% | +39.2% |
| Q2 2019 | $695,000 | +1.2% | 21,645 | -1.3% | 0.10% | -2.0% |
| Q1 2019 | $687,000 | -16.8% | 21,934 | -24.7% | 0.10% | -25.0% |
| Q4 2018 | $826,000 | -19.5% | 29,123 | -4.8% | 0.13% | -14.3% |
| Q3 2018 | $1,026,000 | +16.7% | 30,596 | +15.0% | 0.15% | +10.0% |
| Q2 2018 | $879,000 | -2.2% | 26,600 | -0.2% | 0.14% | -4.1% |
| Q1 2018 | $899,000 | -5.6% | 26,662 | -4.6% | 0.15% | -3.9% |
| Q4 2017 | $952,000 | +1.6% | 27,949 | -0.1% | 0.15% | -5.6% |
| Q3 2017 | $937,000 | +3.7% | 27,981 | -1.6% | 0.16% | +0.6% |
| Q2 2017 | $904,000 | -7.7% | 28,430 | -13.2% | 0.16% | -10.1% |
| Q1 2017 | $979,000 | +7.0% | 32,767 | -0.9% | 0.18% | +1.7% |
| Q4 2016 | $915,000 | +30.7% | 33,053 | +35.8% | 0.18% | +29.6% |
| Q3 2016 | $700,000 | +1.7% | 24,331 | -4.1% | 0.14% | -0.7% |
| Q2 2016 | $688,000 | +6.5% | 25,370 | +6.5% | 0.14% | +3.8% |
| Q1 2016 | $646,000 | -20.7% | 23,817 | -19.5% | 0.13% | -24.3% |
| Q4 2015 | $815,000 | – | 29,584 | – | 0.17% | – |
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% |