Advisory Services Network, LLC - SCHWAB STRATEGIC TR ownership

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
Advisory Services Network, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$389,743
+383.2%
11,477
+395.1%
0.01%
+400.0%
Q1 2023$80,651
-5.0%
2,318
-12.1%
0.00%
-33.3%
Q4 2022$84,923
-77.7%
2,637
-78.2%
0.00%
-76.9%
Q2 2022$380,000
+69.6%
12,071
+112.4%
0.01%
+85.7%
Q2 2021$224,000
+72.3%
5,684
+57.8%
0.01%
+40.0%
Q4 2020$130,000
-30.1%
3,601
-39.1%
0.01%
-44.4%
Q3 2020$186,000
-63.2%
5,911
-65.2%
0.01%
-67.9%
Q2 2020$505,000
-46.7%
16,969
-53.7%
0.03%
-54.8%
Q1 2020$948,000
-37.3%
36,677
-18.5%
0.06%
-22.5%
Q4 2019$1,513,000
+104.2%
44,988
+94.8%
0.08%
+77.8%
Q3 2019$741,0000.0%23,1000.0%0.04%0.0%
Q2 2019$741,000
+53.7%
23,100
+50.2%
0.04%
+32.4%
Q1 2019$482,000
+27.9%
15,384
+15.7%
0.03%
+3.0%
Q4 2018$377,000
+219.5%
13,302
+278.4%
0.03%
+266.7%
Q3 2018$118,000
-65.8%
3,515
-65.6%
0.01%
-65.4%
Q2 2018$345,000
+296.6%
10,209
+295.5%
0.03%
+271.4%
Q1 2018$87,000
+210.7%
2,581
+214.0%
0.01%
+250.0%
Q4 2017$28,000
+12.0%
822
+9.3%
0.00%
-33.3%
Q3 2017$25,000
-28.6%
752
-31.3%
0.00%
-40.0%
Q2 2017$35,000
+6.1%
1,0950.0%0.01%0.0%
Q1 2017$33,000
+266.7%
1,095
+238.0%
0.01%
+150.0%
Q3 2016$9,0000.0%3240.0%0.00%0.0%
Q2 2016$9,0000.0%324
+2.5%
0.00%0.0%
Q1 2016$9,0000.0%316
+2.3%
0.00%
-33.3%
Q4 2015$9,000
+12.5%
309
+2.3%
0.00%
+50.0%
Q3 2015$8,000
-11.1%
3020.0%0.00%
-33.3%
Q2 2015$9,0003020.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders