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 | $8,141,944 | -4.8% | 239,751 | -0.1% | 1.50% | +2.6% |
| Q2 2023 | $8,551,509 | +0.1% | 239,874 | -2.3% | 1.46% | -5.8% |
| Q1 2023 | $8,547,228 | +5.7% | 245,610 | -2.2% | 1.55% | +0.3% |
| Q4 2022 | $8,088,768 | +16.1% | 251,126 | +1.4% | 1.55% | +7.5% |
| Q3 2022 | $6,967,000 | -11.6% | 247,676 | -1.2% | 1.44% | -3.2% |
| Q2 2022 | $7,881,000 | -16.1% | 250,584 | -2.0% | 1.49% | -3.8% |
| Q1 2022 | $9,394,000 | -9.1% | 255,828 | -3.8% | 1.54% | +0.1% |
| Q4 2021 | $10,339,000 | -0.2% | 265,996 | -0.6% | 1.54% | -8.7% |
| Q3 2021 | $10,361,000 | -1.7% | 267,727 | +0.2% | 1.69% | -2.9% |
| Q2 2021 | $10,539,000 | +4.7% | 267,154 | -0.2% | 1.74% | -2.8% |
| Q1 2021 | $10,070,000 | +1.7% | 267,676 | -2.6% | 1.79% | -2.6% |
| Q4 2020 | $9,897,000 | +13.1% | 274,841 | -1.4% | 1.84% | +0.1% |
| Q3 2020 | $8,750,000 | +2.5% | 278,662 | -2.9% | 1.84% | -6.2% |
| Q2 2020 | $8,540,000 | +3781.8% | 287,071 | +3268.2% | 1.96% | +3277.6% |
| Q1 2020 | $220,000 | -41.3% | 8,523 | -23.6% | 0.06% | -34.1% |
| Q4 2019 | $375,000 | +3.6% | 11,158 | -1.7% | 0.09% | -6.4% |
| Q3 2019 | $362,000 | +7.4% | 11,353 | +8.1% | 0.09% | +6.8% |
| Q2 2019 | $337,000 | +21.7% | 10,501 | +18.7% | 0.09% | +14.3% |
| Q1 2019 | $277,000 | +28.8% | 8,846 | +16.5% | 0.08% | +13.2% |
| Q4 2018 | $215,000 | +6.4% | 7,596 | +25.8% | 0.07% | +23.6% |
| Q3 2018 | $202,000 | – | 6,036 | – | 0.06% | – |
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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% |