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 | $2,515 | -6.0% | 74,043 | -1.3% | 0.51% | -3.2% |
| Q2 2023 | $2,676 | -19.4% | 75,052 | -21.3% | 0.53% | -21.7% |
| Q1 2023 | $3,320 | -1.3% | 95,411 | -8.6% | 0.68% | -5.2% |
| Q4 2022 | $3,363 | -99.9% | 104,412 | +4.3% | 0.72% | +4.5% |
| Q3 2022 | $2,816,000 | -12.7% | 100,113 | -2.4% | 0.68% | -6.7% |
| Q2 2022 | $3,227,000 | -15.4% | 102,610 | -1.3% | 0.73% | +1.0% |
| Q1 2022 | $3,816,000 | -7.4% | 103,914 | -2.0% | 0.73% | -6.2% |
| Q4 2021 | $4,121,000 | +0.4% | 106,019 | -0.1% | 0.77% | -8.4% |
| Q3 2021 | $4,106,000 | -5.3% | 106,092 | -3.5% | 0.84% | -13.9% |
| Q2 2021 | $4,338,000 | -8.4% | 109,972 | -12.7% | 0.98% | -14.2% |
| Q1 2021 | $4,737,000 | +4.3% | 125,911 | -0.1% | 1.14% | -3.4% |
| Q4 2020 | $4,540,000 | +14.8% | 126,070 | +0.1% | 1.18% | +2.0% |
| Q3 2020 | $3,955,000 | +3.2% | 125,969 | -2.2% | 1.16% | +1.0% |
| Q2 2020 | $3,833,000 | -14.3% | 128,824 | -25.6% | 1.15% | -20.5% |
| Q1 2020 | $4,473,000 | +3.7% | 173,108 | +35.0% | 1.45% | +21.0% |
| Q4 2019 | $4,314,000 | -0.6% | 128,271 | -5.8% | 1.20% | -6.2% |
| Q3 2019 | $4,340,000 | -4.5% | 136,227 | -3.8% | 1.27% | -9.3% |
| Q2 2019 | $4,546,000 | +17.8% | 141,668 | +15.0% | 1.40% | +6.3% |
| Q1 2019 | $3,858,000 | -13.3% | 123,235 | -21.5% | 1.32% | -22.6% |
| Q4 2018 | $4,448,000 | +155.3% | 156,890 | +202.0% | 1.71% | +168.8% |
| Q3 2018 | $1,742,000 | -0.4% | 51,942 | -1.8% | 0.64% | -4.7% |
| Q2 2018 | $1,749,000 | -36.1% | 52,918 | -34.8% | 0.67% | -37.3% |
| Q1 2018 | $2,736,000 | +249.9% | 81,149 | +253.6% | 1.06% | +233.2% |
| Q4 2017 | $782,000 | +2.9% | 22,948 | +1.0% | 0.32% | -5.3% |
| Q3 2017 | $760,000 | +4.0% | 22,712 | -1.2% | 0.34% | -3.7% |
| Q2 2017 | $731,000 | +6.6% | 22,992 | +0.1% | 0.35% | +3.2% |
| Q1 2017 | $686,000 | +2.7% | 22,973 | -4.8% | 0.34% | -3.1% |
| Q4 2016 | $668,000 | -1.8% | 24,142 | +2.2% | 0.35% | -3.8% |
| Q3 2016 | $680,000 | -0.7% | 23,624 | -6.5% | 0.36% | -4.0% |
| Q2 2016 | $685,000 | +15.3% | 25,270 | +15.3% | 0.38% | +12.8% |
| Q1 2016 | $594,000 | -67.5% | 21,909 | -67.0% | 0.34% | -69.5% |
| Q4 2015 | $1,828,000 | +10.6% | 66,321 | +9.8% | 1.10% | +8.6% |
| Q3 2015 | $1,653,000 | -3.0% | 60,403 | +8.0% | 1.01% | +2.5% |
| Q2 2015 | $1,704,000 | +0.4% | 55,920 | -0.4% | 0.99% | -0.6% |
| Q1 2015 | $1,697,000 | – | 56,126 | – | 0.99% | – |
Download | ||||||
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% |