SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,677,665 | +0.1% | 1,551,168 | +5.1% | 0.02% | 0.0% |
| Q2 2023 | $52,603,785 | +3.8% | 1,475,562 | +1.3% | 0.02% | -5.3% |
| Q1 2023 | $50,694,378 | +12.6% | 1,456,735 | +4.2% | 0.02% | +11.8% |
| Q4 2022 | $45,031,706 | +13.2% | 1,398,066 | -1.1% | 0.02% | 0.0% |
| Q3 2022 | $39,771,000 | -6.9% | 1,413,822 | +4.1% | 0.02% | -5.6% |
| Q2 2022 | $42,731,000 | -5.1% | 1,358,686 | +10.9% | 0.02% | +20.0% |
| Q1 2022 | $45,006,000 | -1.1% | 1,225,653 | +4.7% | 0.02% | +15.4% |
| Q4 2021 | $45,507,000 | +5.9% | 1,170,742 | +5.4% | 0.01% | -7.1% |
| Q3 2021 | $42,971,000 | +2.8% | 1,110,367 | +4.8% | 0.01% | +7.7% |
| Q2 2021 | $41,798,000 | +10.5% | 1,059,516 | +5.3% | 0.01% | 0.0% |
| Q1 2021 | $37,841,000 | +15.6% | 1,005,875 | +10.7% | 0.01% | +18.2% |
| Q4 2020 | $32,732,000 | +19.4% | 908,956 | +4.1% | 0.01% | +10.0% |
| Q3 2020 | $27,407,000 | +13.7% | 872,842 | +7.7% | 0.01% | 0.0% |
| Q2 2020 | $24,108,000 | +11.6% | 810,345 | -3.0% | 0.01% | 0.0% |
| Q1 2020 | $21,594,000 | +3.7% | 835,671 | +35.0% | 0.01% | +42.9% |
| Q4 2019 | $20,823,000 | +9.5% | 619,192 | +3.8% | 0.01% | 0.0% |
| Q3 2019 | $19,008,000 | +1.9% | 596,609 | +2.6% | 0.01% | 0.0% |
| Q2 2019 | $18,653,000 | +2.1% | 581,276 | -0.4% | 0.01% | -12.5% |
| Q1 2019 | $18,264,000 | +17.2% | 583,331 | +6.2% | 0.01% | +14.3% |
| Q4 2018 | $15,579,000 | -17.3% | 549,510 | -2.2% | 0.01% | 0.0% |
| Q3 2018 | $18,837,000 | +10.8% | 561,788 | +9.2% | 0.01% | 0.0% |
| Q2 2018 | $17,007,000 | +2.6% | 514,570 | +4.6% | 0.01% | 0.0% |
| Q1 2018 | $16,580,000 | +9.2% | 491,829 | +10.4% | 0.01% | +16.7% |
| Q4 2017 | $15,182,000 | +16.6% | 445,622 | +14.5% | 0.01% | 0.0% |
| Q3 2017 | $13,021,000 | +16.1% | 389,025 | +10.2% | 0.01% | 0.0% |
| Q2 2017 | $11,216,000 | +18.0% | 352,934 | +10.9% | 0.01% | +20.0% |
| Q1 2017 | $9,507,000 | +63.5% | 318,264 | +51.6% | 0.01% | +66.7% |
| Q4 2016 | $5,813,000 | -9.5% | 209,996 | -5.9% | 0.00% | -25.0% |
| Q3 2016 | $6,426,000 | +0.8% | 223,191 | -5.1% | 0.00% | 0.0% |
| Q2 2016 | $6,378,000 | +6.7% | 235,260 | +6.7% | 0.00% | 0.0% |
| Q1 2016 | $5,980,000 | -6.2% | 220,567 | -4.7% | 0.00% | 0.0% |
| Q4 2015 | $6,378,000 | -55.4% | 231,438 | -55.7% | 0.00% | -60.0% |
| Q3 2015 | $14,295,000 | -12.9% | 522,274 | -3.0% | 0.01% | -9.1% |
| Q2 2015 | $16,408,000 | +134.6% | 538,492 | +132.8% | 0.01% | +120.0% |
| Q1 2015 | $6,993,000 | +18.3% | 231,316 | +13.1% | 0.01% | +25.0% |
| Q4 2014 | $5,911,000 | – | 204,473 | – | 0.00% | – |
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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% |