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 2023 | $2,306,522 | +1.2% | 67,919 | +6.2% | 0.04% | +2.6% |
| Q2 2023 | $2,279,632 | +26.3% | 63,945 | +23.3% | 0.04% | -2.5% |
| Q1 2023 | $1,804,871 | +98.9% | 51,864 | +84.1% | 0.04% | +81.8% |
| Q4 2022 | $907,326 | -4.9% | 28,169 | -16.9% | 0.02% | -26.7% |
| Q3 2022 | $954,000 | -24.3% | 33,900 | -15.4% | 0.03% | -16.7% |
| Q2 2022 | $1,260,000 | -45.9% | 40,051 | -36.9% | 0.04% | -37.9% |
| Q1 2022 | $2,329,000 | +19.2% | 63,430 | +26.2% | 0.06% | +9.4% |
| Q4 2021 | $1,954,000 | +291.6% | 50,271 | +290.2% | 0.05% | +3.9% |
| Q3 2021 | $499,000 | -72.0% | 12,884 | -71.5% | 0.05% | -21.5% |
| Q2 2021 | $1,785,000 | +8.8% | 45,244 | +3.7% | 0.06% | -5.8% |
| Q1 2021 | $1,641,000 | -8.8% | 43,623 | -12.7% | 0.07% | -15.9% |
| Q4 2020 | $1,799,000 | +18.7% | 49,960 | +3.6% | 0.08% | +2.5% |
| Q3 2020 | $1,515,000 | +10.5% | 48,247 | +4.7% | 0.08% | -1.2% |
| Q2 2020 | $1,371,000 | +36.1% | 46,088 | +18.3% | 0.08% | +9.5% |
| Q1 2020 | $1,007,000 | -36.3% | 38,954 | -17.1% | 0.07% | -26.0% |
| Q4 2019 | $1,581,000 | -2.7% | 47,014 | -7.8% | 0.10% | -15.3% |
| Q3 2019 | $1,625,000 | -3.2% | 50,993 | -2.5% | 0.12% | -5.6% |
| Q2 2019 | $1,679,000 | -1.6% | 52,314 | -4.0% | 0.12% | -10.7% |
| Q1 2019 | $1,707,000 | -43.9% | 54,513 | -49.2% | 0.14% | -60.2% |
| Q4 2018 | $3,045,000 | -17.0% | 107,408 | -1.9% | 0.35% | -3.6% |
| Q3 2018 | $3,669,000 | -35.9% | 109,436 | -36.8% | 0.36% | -40.2% |
| Q2 2018 | $5,727,000 | -5.1% | 173,290 | -3.2% | 0.61% | -3.9% |
| Q1 2018 | $6,034,000 | -2.8% | 179,000 | -1.8% | 0.64% | -2.9% |
| Q4 2017 | $6,210,000 | +2.7% | 182,283 | +0.9% | 0.65% | -8.7% |
| Q3 2017 | $6,048,000 | -9.0% | 180,693 | -13.6% | 0.72% | -13.0% |
| Q2 2017 | $6,645,000 | +12.7% | 209,098 | +5.9% | 0.82% | +9.7% |
| Q1 2017 | $5,897,000 | +367.6% | 197,413 | +333.2% | 0.75% | +316.7% |
| Q4 2016 | $1,261,000 | -20.8% | 45,570 | -17.6% | 0.18% | -39.4% |
| Q3 2016 | $1,592,000 | -75.4% | 55,292 | -76.8% | 0.30% | -83.6% |
| Q2 2016 | $6,471,000 | -1.0% | 238,683 | -1.0% | 1.81% | -14.1% |
| Q1 2016 | $6,536,000 | +7.9% | 241,102 | +9.7% | 2.11% | -13.5% |
| Q4 2015 | $6,057,000 | +30.9% | 219,793 | +30.0% | 2.44% | +21.4% |
| Q3 2015 | $4,627,000 | +5.7% | 169,058 | +17.7% | 2.01% | +8.8% |
| Q2 2015 | $4,377,000 | +28.1% | 143,636 | +27.1% | 1.85% | +18.1% |
| Q1 2015 | $3,416,000 | – | 113,015 | – | 1.56% | – |
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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% |