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 | $440,987 | -7.3% | 13,339 | 0.0% | 0.05% | 0.0% |
Q2 2023 | $475,535 | +2.4% | 13,339 | 0.0% | 0.05% | 0.0% |
Q1 2023 | $464,197 | +8.0% | 13,339 | 0.0% | 0.05% | +4.4% |
Q4 2022 | $429,649 | -13.0% | 13,339 | -24.0% | 0.04% | -21.1% |
Q3 2022 | $494,000 | -17.8% | 17,561 | -8.1% | 0.06% | -12.3% |
Q2 2022 | $601,000 | +5.8% | 19,106 | +23.6% | 0.06% | +30.0% |
Q1 2022 | $568,000 | -5.5% | 15,464 | 0.0% | 0.05% | -3.8% |
Q4 2021 | $601,000 | +0.7% | 15,464 | +694.2% | 0.05% | -7.1% |
Q3 2021 | $597,000 | +0.3% | 1,947 | -87.1% | 0.06% | -1.8% |
Q2 2021 | $595,000 | +46.2% | 15,080 | +39.3% | 0.06% | +32.6% |
Q1 2021 | $407,000 | +17.3% | 10,825 | +12.2% | 0.04% | +4.9% |
Q4 2020 | $347,000 | +14.9% | 9,645 | +0.2% | 0.04% | -2.4% |
Q3 2020 | $302,000 | +5.6% | 9,627 | 0.0% | 0.04% | -6.7% |
Q2 2020 | $286,000 | +14.9% | 9,627 | 0.0% | 0.04% | -2.2% |
Q1 2020 | $249,000 | -23.1% | 9,627 | 0.0% | 0.05% | 0.0% |
Q4 2019 | $324,000 | +5.5% | 9,627 | 0.0% | 0.05% | -2.1% |
Q3 2019 | $307,000 | -0.6% | 9,627 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $309,000 | +2.7% | 9,627 | 0.0% | 0.05% | -2.1% |
Q1 2019 | $301,000 | +10.3% | 9,627 | 0.0% | 0.05% | -4.0% |
Q4 2018 | $273,000 | -16.0% | 9,627 | -0.8% | 0.05% | -3.8% |
Q3 2018 | $325,000 | +2.2% | 9,705 | +0.8% | 0.05% | 0.0% |
Q2 2018 | $318,000 | – | 9,627 | – | 0.05% | – |
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% |