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 | $53,156,611 | -3.1% | 1,565,271 | +1.7% | 7.01% | -1.9% |
| Q2 2023 | $54,855,982 | +3.1% | 1,538,737 | +0.6% | 7.15% | +2.4% |
| Q1 2023 | $53,218,927 | +11.3% | 1,529,280 | +3.0% | 6.98% | +8.2% |
| Q4 2022 | $47,820,818 | +17.7% | 1,484,658 | +2.8% | 6.46% | +10.4% |
| Q3 2022 | $40,642,000 | -8.4% | 1,444,799 | +2.5% | 5.85% | +1.2% |
| Q2 2022 | $44,348,000 | -15.8% | 1,410,099 | -1.7% | 5.78% | -1.1% |
| Q1 2022 | $52,674,000 | -3.1% | 1,434,475 | +2.6% | 5.85% | +0.7% |
| Q4 2021 | $54,354,000 | +4.3% | 1,398,365 | +3.8% | 5.80% | -7.2% |
| Q3 2021 | $52,124,000 | +9.6% | 1,346,886 | +11.7% | 6.26% | +3.5% |
| Q2 2021 | $47,553,000 | +8.7% | 1,205,399 | +3.7% | 6.04% | +3.7% |
| Q1 2021 | $43,737,000 | +8.5% | 1,162,607 | +3.9% | 5.83% | +1.1% |
| Q4 2020 | $40,304,000 | +21.7% | 1,119,246 | +6.1% | 5.77% | +10.9% |
| Q3 2020 | $33,130,000 | +6.0% | 1,055,103 | +0.5% | 5.20% | -8.2% |
| Q2 2020 | $31,241,000 | +23.3% | 1,050,128 | +7.1% | 5.67% | +16.9% |
| Q1 2020 | $25,345,000 | +18.5% | 980,837 | +54.2% | 4.85% | +28.7% |
| Q4 2019 | $21,389,000 | +4.0% | 636,018 | -1.5% | 3.76% | -3.8% |
| Q3 2019 | $20,576,000 | -3.6% | 645,829 | -2.9% | 3.91% | -2.6% |
| Q2 2019 | $21,339,000 | +7.1% | 664,959 | +4.5% | 4.02% | -8.2% |
| Q1 2019 | $19,921,000 | +10.1% | 636,260 | -0.3% | 4.38% | -2.3% |
| Q4 2018 | $18,099,000 | -3.1% | 638,412 | +14.6% | 4.48% | +0.1% |
| Q3 2018 | $18,685,000 | +1.5% | 557,269 | +0.0% | 4.48% | -7.3% |
| Q2 2018 | $18,416,000 | +7.6% | 557,206 | +9.8% | 4.83% | +3.7% |
| Q1 2018 | $17,112,000 | +2.0% | 507,627 | +3.1% | 4.66% | +15.3% |
| Q4 2017 | $16,779,000 | +1.0% | 492,500 | -0.7% | 4.04% | -5.1% |
| Q3 2017 | $16,605,000 | +7.0% | 496,116 | +1.6% | 4.26% | +3.3% |
| Q2 2017 | $15,517,000 | +7.5% | 488,268 | +1.0% | 4.12% | +11.0% |
| Q1 2017 | $14,439,000 | – | 483,390 | – | 3.71% | – |
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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% |