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 2022 | $1,002,000 | -21.7% | 35,605 | -12.5% | 0.13% | -22.7% |
| Q2 2022 | $1,280,000 | -14.7% | 40,699 | -0.4% | 0.16% | -15.1% |
| Q1 2022 | $1,500,000 | -2.0% | 40,844 | +3.7% | 0.19% | +3.8% |
| Q4 2021 | $1,531,000 | +5.5% | 39,389 | +5.1% | 0.18% | +2.8% |
| Q3 2021 | $1,451,000 | -9.9% | 37,488 | -6.9% | 0.18% | -4.3% |
| Q2 2021 | $1,611,000 | +8.6% | 40,254 | +2.0% | 0.19% | +4.4% |
| Q1 2021 | $1,484,000 | +12.6% | 39,456 | +7.8% | 0.18% | +4.0% |
| Q4 2020 | $1,318,000 | +34.5% | 36,589 | +17.3% | 0.17% | +27.2% |
| Q3 2020 | $980,000 | +25.3% | 31,197 | +18.7% | 0.14% | +21.4% |
| Q2 2020 | $782,000 | +27.8% | 26,280 | +10.9% | 0.11% | +13.1% |
| Q1 2020 | $612,000 | +3.4% | 23,700 | +34.7% | 0.10% | +25.3% |
| Q4 2019 | $592,000 | +24.6% | 17,590 | +18.1% | 0.08% | +16.2% |
| Q3 2019 | $475,000 | +7.2% | 14,896 | +7.8% | 0.07% | +9.7% |
| Q2 2019 | $443,000 | +44.8% | 13,817 | +41.5% | 0.06% | +44.2% |
| Q1 2019 | $306,000 | +45.7% | 9,762 | +32.0% | 0.04% | +34.4% |
| Q4 2018 | $210,000 | -12.1% | 7,396 | +4.2% | 0.03% | -3.0% |
| Q3 2018 | $239,000 | +15.5% | 7,097 | +13.5% | 0.03% | +17.9% |
| Q2 2018 | $207,000 | +15.0% | 6,251 | +17.2% | 0.03% | +12.0% |
| Q1 2018 | $180,000 | +60.7% | 5,332 | +62.1% | 0.02% | +66.7% |
| Q4 2017 | $112,000 | +433.3% | 3,290 | +428.1% | 0.02% | +400.0% |
| Q3 2017 | $21,000 | +90.9% | 623 | +73.1% | 0.00% | +50.0% |
| Q2 2017 | $11,000 | +1000.0% | 360 | +1340.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 25 | – | 0.00% | – |
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% |