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 | $3,391,375 | -9.5% | 99,864 | -5.0% | 0.09% | -9.1% |
| Q2 2023 | $3,747,165 | -1.3% | 105,110 | -3.7% | 0.10% | -8.3% |
| Q1 2023 | $3,796,555 | +102150.3% | 109,096 | -5.4% | 0.11% | +0.9% |
| Q4 2022 | $3,713 | -99.9% | 115,283 | -44.5% | 0.11% | -40.9% |
| Q3 2022 | $5,846,000 | -14.2% | 207,832 | -4.0% | 0.18% | -5.7% |
| Q2 2022 | $6,812,000 | -15.3% | 216,592 | -1.1% | 0.19% | -1.5% |
| Q1 2022 | $8,043,000 | -6.1% | 219,058 | -0.6% | 0.20% | -3.9% |
| Q4 2021 | $8,564,000 | -5.0% | 220,327 | -5.5% | 0.20% | -12.9% |
| Q3 2021 | $9,018,000 | -6.1% | 233,031 | -4.3% | 0.23% | -7.2% |
| Q2 2021 | $9,602,000 | +8.8% | 243,398 | +3.7% | 0.25% | +2.9% |
| Q1 2021 | $8,828,000 | +10.6% | 234,674 | +5.8% | 0.24% | -5.1% |
| Q4 2020 | $7,984,000 | +19.7% | 221,729 | +4.4% | 0.26% | -3.0% |
| Q3 2020 | $6,668,000 | +1.5% | 212,360 | -3.8% | 0.26% | -3.6% |
| Q2 2020 | $6,568,000 | +9.5% | 220,779 | -4.9% | 0.28% | -0.7% |
| Q1 2020 | $5,999,000 | -29.9% | 232,151 | -8.8% | 0.28% | -12.9% |
| Q4 2019 | $8,559,000 | +4.0% | 254,515 | -1.5% | 0.32% | -11.4% |
| Q3 2019 | $8,232,000 | +1.8% | 258,383 | +2.6% | 0.36% | -0.8% |
| Q2 2019 | $8,085,000 | -16.0% | 251,954 | -18.0% | 0.36% | -17.2% |
| Q1 2019 | $9,620,000 | +9.7% | 307,246 | -0.7% | 0.44% | +3.6% |
| Q4 2018 | $8,772,000 | -20.8% | 309,432 | -6.3% | 0.42% | -1.2% |
| Q3 2018 | $11,076,000 | +6.3% | 330,302 | +4.7% | 0.43% | -5.7% |
| Q2 2018 | $10,424,000 | -9.1% | 315,398 | -7.3% | 0.45% | -12.2% |
| Q1 2018 | $11,469,000 | +12.6% | 340,249 | +13.8% | 0.52% | -5.0% |
| Q4 2017 | $10,185,000 | +7.3% | 298,957 | +5.4% | 0.54% | -1.3% |
| Q3 2017 | $9,495,000 | +28.1% | 283,671 | +21.6% | 0.55% | +14.6% |
| Q2 2017 | $7,414,000 | +39.7% | 233,316 | +31.3% | 0.48% | +33.7% |
| Q1 2017 | $5,307,000 | +14.1% | 177,704 | +5.8% | 0.36% | +5.9% |
| Q4 2016 | $4,650,000 | – | 168,020 | – | 0.34% | – |
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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% |