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 | $3,301,776 | -7.6% | 97,225 | -3.0% | 0.22% | -3.9% |
| Q2 2023 | $3,572,199 | -1.1% | 100,201 | -3.5% | 0.23% | -6.5% |
| Q1 2023 | $3,613,003 | +3.8% | 103,821 | -4.0% | 0.25% | -5.7% |
| Q4 2022 | $3,481,673 | +0.6% | 108,092 | -12.2% | 0.26% | -8.0% |
| Q3 2022 | $3,461,000 | -15.7% | 123,064 | -5.8% | 0.29% | -31.1% |
| Q2 2022 | $4,108,000 | -21.8% | 130,625 | -8.7% | 0.42% | -8.4% |
| Q1 2022 | $5,256,000 | -16.5% | 143,142 | -11.6% | 0.45% | -12.9% |
| Q4 2021 | $6,292,000 | -14.7% | 161,880 | -15.1% | 0.52% | -14.6% |
| Q3 2021 | $7,375,000 | -34.9% | 190,568 | -33.7% | 0.61% | -46.5% |
| Q2 2021 | $11,333,000 | -6.0% | 287,281 | -10.4% | 1.14% | -11.6% |
| Q1 2021 | $12,058,000 | +5.0% | 320,546 | +0.5% | 1.29% | -9.0% |
| Q4 2020 | $11,488,000 | +14.5% | 319,033 | -0.1% | 1.42% | -0.9% |
| Q3 2020 | $10,029,000 | +3.5% | 319,424 | -2.0% | 1.43% | -5.7% |
| Q2 2020 | $9,691,000 | +22.0% | 325,779 | +6.0% | 1.52% | -3.1% |
| Q1 2020 | $7,942,000 | -9.9% | 307,374 | +17.3% | 1.56% | +10.8% |
| Q4 2019 | $8,815,000 | -0.5% | 262,121 | -5.7% | 1.41% | -9.0% |
| Q3 2019 | $8,857,000 | +1.4% | 278,002 | +2.1% | 1.55% | -1.0% |
| Q2 2019 | $8,738,000 | +6.2% | 272,307 | +3.6% | 1.57% | -10.2% |
| Q1 2019 | $8,229,000 | +9.3% | 262,832 | -1.1% | 1.74% | -4.0% |
| Q4 2018 | $7,531,000 | -14.0% | 265,661 | +1.8% | 1.82% | -2.8% |
| Q3 2018 | $8,753,000 | +6.0% | 261,049 | +4.4% | 1.87% | +0.4% |
| Q2 2018 | $8,261,000 | +4.3% | 249,951 | +6.4% | 1.86% | +1.6% |
| Q1 2018 | $7,920,000 | -0.7% | 234,931 | +0.4% | 1.83% | +2.7% |
| Q4 2017 | $7,975,000 | +1.6% | 234,087 | -0.2% | 1.78% | -30.9% |
| Q3 2017 | $7,853,000 | +7.0% | 234,633 | +1.6% | 2.58% | -13.8% |
| Q2 2017 | $7,339,000 | +7.8% | 230,945 | +1.4% | 3.00% | +31.8% |
| Q1 2017 | $6,806,000 | +22.2% | 227,854 | +13.3% | 2.27% | +9.3% |
| Q4 2016 | $5,568,000 | +11.9% | 201,149 | +16.4% | 2.08% | +6.7% |
| Q3 2016 | $4,974,000 | -41.7% | 172,755 | -45.1% | 1.95% | +5.5% |
| Q2 2016 | $8,531,000 | +107.4% | 314,690 | +107.4% | 1.85% | +1.5% |
| Q1 2016 | $4,114,000 | +4.9% | 151,766 | +6.7% | 1.82% | -15.2% |
| Q4 2015 | $3,922,000 | -5.6% | 142,298 | -6.3% | 2.14% | -11.9% |
| Q3 2015 | $4,154,000 | -2.0% | 151,786 | +9.1% | 2.43% | -26.4% |
| Q2 2015 | $4,240,000 | +536.6% | 139,160 | +531.9% | 3.31% | +543.8% |
| Q1 2015 | $666,000 | -1.5% | 22,021 | -5.8% | 0.51% | -4.5% |
| Q4 2014 | $676,000 | -0.6% | 23,383 | +6.7% | 0.54% | -6.9% |
| Q3 2014 | $680,000 | -6.1% | 21,915 | -0.2% | 0.58% | -4.8% |
| Q2 2014 | $724,000 | +8.7% | 21,967 | +3.9% | 0.61% | +9.2% |
| Q1 2014 | $666,000 | +0.9% | 21,144 | +1.1% | 0.56% | -11.2% |
| Q4 2013 | $660,000 | – | 20,917 | – | 0.63% | – |
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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% |