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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,354,752 | +53.6% | 69,339 | +61.2% | 0.70% | +51.1% |
| Q2 2023 | $1,533,413 | +10.5% | 43,013 | +7.9% | 0.46% | +0.9% |
| Q1 2023 | $1,387,615 | -6.8% | 39,874 | -13.8% | 0.46% | -11.6% |
| Q4 2022 | $1,489,455 | +70.8% | 46,242 | +49.2% | 0.52% | +58.3% |
| Q3 2022 | $872,000 | +23.0% | 31,001 | +37.6% | 0.33% | +29.4% |
| Q2 2022 | $709,000 | -34.5% | 22,537 | -23.5% | 0.25% | -20.3% |
| Q1 2022 | $1,082,000 | -7.4% | 29,474 | -1.9% | 0.32% | +0.3% |
| Q4 2021 | $1,168,000 | +5.3% | 30,040 | +4.8% | 0.32% | -3.7% |
| Q3 2021 | $1,109,000 | -1.0% | 28,652 | +0.9% | 0.33% | -3.8% |
| Q2 2021 | $1,120,000 | +5.4% | 28,387 | +0.5% | 0.34% | -7.4% |
| Q1 2021 | $1,063,000 | +7.5% | 28,252 | +2.9% | 0.37% | +2.5% |
| Q4 2020 | $989,000 | +9.5% | 27,459 | -9.6% | 0.36% | -8.4% |
| Q2 2020 | $903,000 | -31.3% | 30,366 | -40.3% | 0.39% | -43.0% |
| Q1 2020 | $1,314,000 | -19.7% | 50,866 | +4.5% | 0.69% | +1.8% |
| Q4 2019 | $1,637,000 | +6.6% | 48,682 | +1.1% | 0.67% | -0.3% |
| Q3 2019 | $1,535,000 | -0.9% | 48,166 | -0.2% | 0.68% | -2.7% |
| Q2 2019 | $1,549,000 | +469.5% | 48,285 | +456.2% | 0.70% | +407.3% |
| Q1 2019 | $272,000 | +11.0% | 8,681 | +0.6% | 0.14% | -9.3% |
| Q4 2018 | $245,000 | -14.3% | 8,630 | +1.1% | 0.15% | +1.3% |
| Q3 2018 | $286,000 | +3.6% | 8,540 | +2.2% | 0.15% | -7.5% |
| Q2 2018 | $276,000 | -3.5% | 8,355 | -1.4% | 0.16% | -6.9% |
| Q1 2018 | $286,000 | -7.7% | 8,475 | -2.9% | 0.17% | +5.5% |
| Q4 2017 | $310,000 | +26.5% | 8,725 | +20.7% | 0.16% | +22.4% |
| Q3 2017 | $245,000 | +26.3% | 7,227 | +18.2% | 0.13% | +13.6% |
| Q2 2017 | $194,000 | +37.6% | 6,114 | +29.6% | 0.12% | +38.8% |
| Q1 2017 | $141,000 | +29.4% | 4,718 | +23.2% | 0.08% | +19.7% |
| Q4 2016 | $109,000 | +2625.0% | 3,831 | +2676.1% | 0.07% | +2266.7% |
| Q3 2016 | $4,000 | – | 138 | – | 0.00% | – |
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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% |