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 | $21,314,513 | -7.3% | 627,636 | -2.7% | 5.95% | -3.2% |
| Q2 2023 | $23,004,895 | +3.4% | 645,299 | +1.0% | 6.15% | -0.8% |
| Q1 2023 | $22,244,243 | +6.8% | 639,202 | -1.1% | 6.20% | +3.1% |
| Q4 2022 | $20,824,020 | +15.2% | 646,508 | +0.6% | 6.01% | +1.5% |
| Q3 2022 | $18,078,000 | -11.3% | 642,649 | -0.8% | 5.92% | -5.2% |
| Q2 2022 | $20,379,000 | -15.7% | 647,979 | -1.5% | 6.25% | -2.1% |
| Q1 2022 | $24,163,000 | -8.6% | 658,031 | -3.2% | 6.38% | -1.8% |
| Q4 2021 | $26,431,000 | +2.2% | 679,977 | +1.7% | 6.50% | -10.1% |
| Q3 2021 | $25,873,000 | -2.1% | 668,548 | -0.2% | 7.23% | -1.1% |
| Q2 2021 | $26,420,000 | +9.0% | 669,703 | +3.9% | 7.30% | +5.7% |
| Q1 2021 | $24,244,000 | +2.9% | 644,436 | -1.5% | 6.91% | -5.3% |
| Q4 2020 | $23,563,000 | +16.6% | 654,349 | +1.7% | 7.30% | +5.1% |
| Q3 2020 | $20,206,000 | +6.6% | 643,504 | +1.0% | 6.94% | -4.8% |
| Q2 2020 | $18,951,000 | +13.7% | 637,012 | -1.3% | 7.29% | -2.4% |
| Q1 2020 | $16,674,000 | -24.9% | 645,287 | -2.2% | 7.47% | -4.5% |
| Q4 2019 | $22,199,000 | +8.4% | 660,089 | +2.7% | 7.82% | +7.4% |
| Q3 2019 | $20,487,000 | -2.0% | 643,024 | -1.3% | 7.28% | -5.6% |
| Q2 2019 | $20,899,000 | +3.8% | 651,248 | +1.3% | 7.72% | -0.9% |
| Q1 2019 | $20,135,000 | +13.1% | 643,086 | +2.4% | 7.79% | +0.2% |
| Q4 2018 | $17,798,000 | -13.7% | 627,807 | +2.1% | 7.78% | -1.8% |
| Q3 2018 | $20,620,000 | +4.8% | 614,976 | +3.3% | 7.92% | -0.2% |
| Q2 2018 | $19,679,000 | -0.7% | 595,440 | +1.3% | 7.94% | -4.4% |
| Q1 2018 | $19,808,000 | -1.8% | 587,588 | -0.7% | 8.30% | +2.1% |
| Q4 2017 | $20,161,000 | +5.0% | 591,751 | +3.1% | 8.12% | -2.2% |
| Q3 2017 | $19,203,000 | +6.8% | 573,738 | +1.4% | 8.30% | +2.0% |
| Q2 2017 | $17,985,000 | +9.0% | 565,919 | +2.4% | 8.14% | +2.4% |
| Q1 2017 | $16,500,000 | +10.9% | 552,403 | +2.8% | 7.95% | +5.4% |
| Q4 2016 | $14,872,000 | -0.6% | 537,297 | +3.4% | 7.54% | -2.0% |
| Q3 2016 | $14,965,000 | +15.9% | 519,804 | +9.1% | 7.70% | +9.4% |
| Q2 2016 | $12,911,000 | +4.1% | 476,252 | +4.1% | 7.04% | +0.1% |
| Q1 2016 | $12,404,000 | +30.2% | 457,537 | +32.4% | 7.04% | +19.8% |
| Q4 2015 | $9,527,000 | +4.7% | 345,697 | +4.0% | 5.87% | -3.9% |
| Q3 2015 | $9,097,000 | -10.1% | 332,381 | +0.1% | 6.11% | -1.9% |
| Q2 2015 | $10,120,000 | +5.1% | 332,131 | +4.3% | 6.23% | +4.7% |
| Q1 2015 | $9,625,000 | +11.5% | 318,406 | +6.6% | 5.95% | +7.9% |
| Q4 2014 | $8,633,000 | -2.8% | 298,601 | +4.3% | 5.52% | -7.7% |
| Q3 2014 | $8,881,000 | +3.1% | 286,309 | +9.6% | 5.97% | +3.4% |
| Q2 2014 | $8,612,000 | +7.5% | 261,119 | +2.6% | 5.78% | +4.4% |
| Q1 2014 | $8,013,000 | +5.1% | 254,384 | +5.2% | 5.54% | +4.3% |
| Q4 2013 | $7,626,000 | +23.7% | 241,857 | +19.3% | 5.31% | +12.4% |
| Q3 2013 | $6,163,000 | +25.1% | 202,784 | +12.2% | 4.72% | +14.4% |
| Q2 2013 | $4,925,000 | – | 180,794 | – | 4.13% | – |
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% |