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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,795 | +10.2% | 183,842 | +1.3% | 0.11% | -0.9% |
| Q3 2023 | $6,166 | -4.0% | 181,566 | +0.7% | 0.11% | 0.0% |
| Q2 2023 | $6,426 | +2.1% | 180,262 | -0.4% | 0.11% | -9.0% |
| Q1 2023 | $6,296 | +13.5% | 180,929 | +5.1% | 0.12% | +8.9% |
| Q4 2022 | $5,546 | -99.9% | 172,170 | -2.1% | 0.11% | +5.7% |
| Q3 2022 | $4,946,000 | -10.7% | 175,816 | -0.2% | 0.11% | -5.4% |
| Q2 2022 | $5,539,000 | +30.1% | 176,132 | +52.0% | 0.11% | +51.4% |
| Q1 2022 | $4,256,000 | -3.0% | 115,914 | +2.8% | 0.07% | 0.0% |
| Q4 2021 | $4,387,000 | -14.1% | 112,737 | -14.6% | 0.07% | -23.7% |
| Q3 2021 | $5,108,000 | -2.5% | 132,002 | -0.6% | 0.10% | -3.0% |
| Q2 2021 | $5,239,000 | +1.7% | 132,809 | -3.0% | 0.10% | -3.8% |
| Q1 2021 | $5,149,000 | +2.4% | 136,871 | -2.0% | 0.10% | -2.8% |
| Q4 2020 | $5,029,000 | +14.4% | 139,646 | -0.3% | 0.11% | +3.9% |
| Q3 2020 | $4,397,000 | +7.2% | 140,029 | +1.5% | 0.10% | -3.7% |
| Q2 2020 | $4,102,000 | +23.6% | 137,897 | +7.4% | 0.11% | +5.9% |
| Q1 2020 | $3,319,000 | -20.5% | 128,438 | -2.0% | 0.10% | -8.2% |
| Q3 2019 | $4,176,000 | -4.1% | 131,071 | -3.4% | 0.11% | -32.1% |
| Q2 2019 | $4,355,000 | +3.4% | 135,700 | +0.9% | 0.16% | +0.6% |
| Q1 2019 | $4,213,000 | +13.5% | 134,548 | +2.7% | 0.16% | +1.9% |
| Q4 2018 | $3,712,000 | +74.4% | 130,952 | +106.2% | 0.16% | +97.5% |
| Q3 2018 | $2,129,000 | -17.7% | 63,507 | -18.8% | 0.08% | -23.8% |
| Q2 2018 | $2,586,000 | +4.2% | 78,241 | +6.3% | 0.10% | +2.9% |
| Q1 2018 | $2,482,000 | 0.0% | 73,638 | +1.1% | 0.10% | +3.0% |
| Q4 2017 | $2,482,000 | +0.1% | 72,852 | -1.6% | 0.10% | -4.8% |
| Q3 2017 | $2,479,000 | +6.5% | 74,066 | +1.1% | 0.10% | -1.0% |
| Q2 2017 | $2,328,000 | +12.1% | 73,239 | +5.3% | 0.10% | +11.7% |
| Q1 2017 | $2,077,000 | +0.7% | 69,534 | -6.7% | 0.09% | -3.1% |
| Q4 2016 | $2,063,000 | -2.7% | 74,522 | +1.1% | 0.10% | -4.9% |
| Q3 2016 | $2,121,000 | -12.2% | 73,682 | -17.3% | 0.10% | -14.3% |
| Q2 2016 | $2,415,000 | +5.6% | 89,089 | +5.5% | 0.12% | +3.5% |
| Q1 2016 | $2,288,000 | +7.7% | 84,407 | +9.5% | 0.12% | +4.5% |
| Q4 2015 | $2,124,000 | +2.8% | 77,080 | +2.1% | 0.11% | -2.7% |
| Q3 2015 | $2,067,000 | -4.0% | 75,506 | +6.8% | 0.11% | +4.6% |
| Q2 2015 | $2,154,000 | +11.4% | 70,698 | +10.5% | 0.11% | +12.5% |
| Q1 2015 | $1,934,000 | +11.3% | 63,988 | +6.4% | 0.10% | +14.3% |
| Q4 2014 | $1,738,000 | -1.4% | 60,123 | +5.8% | 0.08% | -1.2% |
| Q3 2014 | $1,763,000 | +15.9% | 56,845 | +23.3% | 0.08% | +16.4% |
| Q2 2014 | $1,521,000 | +10.5% | 46,118 | +5.5% | 0.07% | +7.4% |
| Q1 2014 | $1,377,000 | +117.9% | 43,723 | +118.1% | 0.07% | +112.5% |
| Q4 2013 | $632,000 | +14.3% | 20,051 | +10.1% | 0.03% | +6.7% |
| Q3 2013 | $553,000 | +21.5% | 18,210 | +9.0% | 0.03% | +20.0% |
| Q2 2013 | $455,000 | – | 16,710 | – | 0.02% | – |
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% |