SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -50.0% | 100 | -50.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -77.8% | 200 | -80.0% | 0.00% | -100.0% |
| Q4 2020 | $36,000 | +16.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +3.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +15.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -23.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | -26.1% | 1,000 | -31.4% | 0.00% | -33.3% |
| Q3 2019 | $46,000 | -11.5% | 1,457 | -9.2% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +4.0% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +8.7% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $46,000 | -14.8% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $54,000 | -43.8% | 1,605 | -44.6% | 0.00% | -50.0% |
| Q2 2018 | $96,000 | +9500.0% | 2,896 | +11038.5% | 0.01% | – |
| Q1 2018 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | – | 26 | – | 0.00% | – |
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% |