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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $12,899,000 | -25.0% | 401,575 | -14.3% | 3.08% | -11.3% |
| Q1 2022 | $17,200,000 | +377.5% | 468,410 | +411.2% | 3.48% | +398.9% |
| Q4 2021 | $3,602,000 | +23.1% | 91,634 | +21.1% | 0.70% | +5.1% |
| Q3 2021 | $2,927,000 | +5.0% | 75,642 | +7.1% | 0.66% | +5.4% |
| Q2 2021 | $2,788,000 | +25.2% | 70,660 | +14.3% | 0.63% | +10.9% |
| Q1 2021 | $2,227,000 | +10.5% | 61,844 | -3.7% | 0.57% | +3.1% |
| Q4 2020 | $2,016,000 | +1.4% | 64,215 | -0.8% | 0.55% | +3.6% |
| Q3 2020 | $1,989,000 | +2.4% | 64,752 | +1.5% | 0.53% | +2.5% |
| Q2 2020 | $1,943,000 | +22.5% | 63,822 | +4.4% | 0.52% | +3.8% |
| Q1 2020 | $1,586,000 | +20.5% | 61,122 | +53.3% | 0.50% | +55.9% |
| Q4 2019 | $1,316,000 | +18.5% | 39,858 | +14.9% | 0.32% | +17.2% |
| Q3 2019 | $1,111,000 | -11.0% | 34,687 | -10.9% | 0.27% | -10.8% |
| Q2 2019 | $1,249,000 | +21.5% | 38,924 | +21.0% | 0.31% | +12.5% |
| Q1 2019 | $1,028,000 | +16.6% | 32,168 | +3.4% | 0.27% | -4.9% |
| Q4 2018 | $882,000 | +8.9% | 31,123 | +20.6% | 0.29% | +18.2% |
| Q3 2018 | $810,000 | +15.5% | 25,807 | +24.1% | 0.24% | +3.4% |
| Q2 2018 | $701,000 | -0.3% | 20,790 | -0.3% | 0.23% | +1.3% |
| Q1 2018 | $703,000 | +211.1% | 20,855 | +215.0% | 0.23% | +196.2% |
| Q4 2017 | $226,000 | – | 6,620 | – | 0.08% | – |
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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% |