SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,332,600 | -8.4% | 98,133 | -3.8% | 0.09% | -6.5% |
| Q2 2023 | $3,638,193 | +7.3% | 102,053 | +4.8% | 0.09% | 0.0% |
| Q1 2023 | $3,389,602 | +23.0% | 97,402 | +13.9% | 0.09% | +14.8% |
| Q4 2022 | $2,754,883 | +159.6% | 85,529 | +126.8% | 0.08% | +125.0% |
| Q3 2022 | $1,061,000 | +39.8% | 37,716 | +56.3% | 0.04% | +38.5% |
| Q2 2022 | $759,000 | -27.6% | 24,136 | -15.5% | 0.03% | -18.8% |
| Q1 2022 | $1,049,000 | +8.5% | 28,563 | +14.8% | 0.03% | +6.7% |
| Q4 2021 | $967,000 | +6.6% | 24,871 | +6.2% | 0.03% | -3.2% |
| Q3 2021 | $907,000 | +7.2% | 23,426 | +9.2% | 0.03% | -8.8% |
| Q2 2021 | $846,000 | +23.9% | 21,446 | +18.1% | 0.03% | +13.3% |
| Q1 2021 | $683,000 | +44.7% | 18,165 | +38.7% | 0.03% | +36.4% |
| Q4 2020 | $472,000 | +14.8% | 13,097 | +0.2% | 0.02% | 0.0% |
| Q3 2020 | $411,000 | +1.7% | 13,075 | -3.6% | 0.02% | -8.3% |
| Q2 2020 | $404,000 | -10.6% | 13,567 | -22.5% | 0.02% | -38.5% |
| Q1 2020 | $452,000 | -40.0% | 17,504 | -21.8% | 0.04% | -30.4% |
| Q4 2019 | $753,000 | +6.7% | 22,378 | +1.0% | 0.06% | -3.4% |
| Q3 2019 | $706,000 | +9.0% | 22,164 | +9.7% | 0.06% | +3.6% |
| Q2 2019 | $648,000 | +4.9% | 20,204 | +2.4% | 0.06% | +5.7% |
| Q1 2019 | $618,000 | +3.9% | 19,725 | -6.0% | 0.05% | -3.6% |
| Q4 2018 | $595,000 | +39.0% | 20,976 | +64.2% | 0.06% | +27.9% |
| Q3 2018 | $428,000 | +111.9% | 12,776 | +109.2% | 0.04% | +87.0% |
| Q2 2018 | $202,000 | +169.3% | 6,108 | +172.8% | 0.02% | +155.6% |
| Q1 2018 | $75,000 | -74.1% | 2,239 | -77.8% | 0.01% | -78.6% |
| Q3 2016 | $290,000 | -43.0% | 10,073 | -46.3% | 0.04% | -43.2% |
| Q2 2016 | $509,000 | -13.0% | 18,768 | -13.0% | 0.07% | -26.0% |
| Q1 2016 | $585,000 | -1.3% | 21,567 | +0.2% | 0.10% | -13.0% |
| Q4 2015 | $593,000 | -9.5% | 21,523 | -10.0% | 0.12% | -22.8% |
| Q3 2015 | $655,000 | -12.0% | 23,921 | -2.0% | 0.15% | -7.5% |
| Q2 2015 | $744,000 | +14.6% | 24,415 | +13.6% | 0.16% | +2.5% |
| Q1 2015 | $649,000 | +13.3% | 21,483 | +8.4% | 0.16% | +10.6% |
| Q4 2014 | $573,000 | +41.8% | 19,822 | +52.4% | 0.14% | +7.6% |
| Q3 2014 | $404,000 | +8.9% | 13,008 | +15.5% | 0.13% | +2.3% |
| Q2 2014 | $371,000 | +50.2% | 11,261 | +43.6% | 0.13% | +30.3% |
| Q1 2014 | $247,000 | +10.8% | 7,840 | +11.1% | 0.10% | +22.2% |
| Q4 2013 | $223,000 | +37.7% | 7,057 | +32.4% | 0.08% | +17.4% |
| Q3 2013 | $162,000 | +2600.0% | 5,330 | +2538.6% | 0.07% | +2200.0% |
| Q2 2013 | $6,000 | – | 202 | – | 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% |