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 | $16,010 | -5.8% | 471,451 | -1.2% | 1.36% | -3.6% |
| Q2 2023 | $17,003 | +1.6% | 476,946 | -0.8% | 1.42% | -23.0% |
| Q1 2023 | $16,734 | +7.0% | 480,870 | -1.0% | 1.84% | -2.2% |
| Q4 2022 | $15,638 | -99.9% | 485,499 | -2.8% | 1.88% | +3.4% |
| Q3 2022 | $14,057,000 | -14.9% | 499,708 | -4.8% | 1.82% | -9.6% |
| Q2 2022 | $16,516,000 | -16.3% | 525,154 | -2.2% | 2.01% | -0.7% |
| Q1 2022 | $19,722,000 | -4.9% | 537,093 | +0.7% | 2.02% | -0.1% |
| Q4 2021 | $20,738,000 | -0.2% | 533,513 | -0.6% | 2.03% | -5.6% |
| Q3 2021 | $20,775,000 | -2.2% | 536,820 | -0.4% | 2.15% | -2.2% |
| Q2 2021 | $21,252,000 | +6.7% | 538,707 | +1.8% | 2.20% | -4.6% |
| Q1 2021 | $19,913,000 | +3.0% | 529,319 | -1.4% | 2.30% | -2.3% |
| Q4 2020 | $19,338,000 | +16.4% | 537,040 | +1.5% | 2.36% | -5.8% |
| Q3 2020 | $16,611,000 | +5.7% | 529,015 | +0.1% | 2.50% | +10.0% |
| Q2 2020 | $15,717,000 | +46.4% | 528,308 | +27.1% | 2.27% | +20.5% |
| Q1 2020 | $10,738,000 | +150.5% | 415,571 | +226.1% | 1.89% | +203.4% |
| Q4 2019 | $4,286,000 | -5.3% | 127,444 | -10.3% | 0.62% | -11.8% |
| Q3 2019 | $4,525,000 | -2.7% | 142,019 | -2.0% | 0.70% | -7.4% |
| Q2 2019 | $4,649,000 | +2.0% | 144,872 | -0.5% | 0.76% | -3.3% |
| Q1 2019 | $4,559,000 | +14.8% | 145,612 | +3.9% | 0.79% | +11.8% |
| Q4 2018 | $3,972,000 | -14.0% | 140,094 | -6.1% | 0.70% | -9.3% |
| Q3 2018 | $4,616,000 | +9.8% | 149,197 | +17.3% | 0.78% | +6.6% |
| Q2 2018 | $4,205,000 | +7.4% | 127,236 | +9.6% | 0.73% | +2.4% |
| Q1 2018 | $3,914,000 | +3.4% | 116,104 | +4.5% | 0.71% | -0.4% |
| Q4 2017 | $3,787,000 | +2.9% | 111,156 | +1.1% | 0.71% | -1.1% |
| Q3 2017 | $3,681,000 | +5.4% | 109,972 | +0.1% | 0.72% | -16.8% |
| Q2 2017 | $3,492,000 | +8.3% | 109,879 | +1.8% | 0.87% | +0.8% |
| Q1 2017 | $3,224,000 | +13.4% | 107,946 | +5.1% | 0.86% | +5.3% |
| Q4 2016 | $2,842,000 | +1.7% | 102,663 | +0.5% | 0.82% | -8.4% |
| Q3 2016 | $2,795,000 | +9.4% | 102,137 | +8.3% | 0.89% | +7.9% |
| Q2 2016 | $2,556,000 | +9.8% | 94,279 | +9.8% | 0.83% | +7.5% |
| Q1 2016 | $2,328,000 | -9.7% | 85,868 | -8.2% | 0.77% | -15.0% |
| Q4 2015 | $2,578,000 | -7.8% | 93,549 | -8.4% | 0.91% | +1.5% |
| Q3 2015 | $2,795,000 | -0.5% | 102,137 | +10.8% | 0.89% | +5.8% |
| Q2 2015 | $2,810,000 | +2.8% | 92,206 | +2.0% | 0.84% | +1.8% |
| Q1 2015 | $2,734,000 | +9.4% | 90,440 | +4.7% | 0.83% | +7.9% |
| Q4 2014 | $2,498,000 | -1.1% | 86,402 | +6.1% | 0.77% | -22.2% |
| Q3 2014 | $2,525,000 | -3.3% | 81,411 | +2.8% | 0.99% | -4.0% |
| Q2 2014 | $2,612,000 | – | 79,201 | – | 1.03% | – |
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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% |