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 | $75,251,646 | -2.7% | 2,215,891 | +2.2% | 2.54% | -0.4% |
| Q2 2023 | $77,333,750 | +5.4% | 2,169,250 | +2.8% | 2.56% | -2.6% |
| Q1 2023 | $73,399,313 | +10.1% | 2,109,176 | +1.9% | 2.62% | +2.3% |
| Q4 2022 | $66,663,544 | +173.7% | 2,069,654 | +139.0% | 2.56% | +113.3% |
| Q3 2022 | $24,357,000 | -16.8% | 865,872 | -6.9% | 1.20% | -27.4% |
| Q2 2022 | $29,260,000 | +12.9% | 930,372 | +31.8% | 1.66% | -7.0% |
| Q1 2022 | $25,923,000 | +36.2% | 705,976 | +44.2% | 1.78% | -3.2% |
| Q4 2021 | $19,034,000 | +49.1% | 489,687 | +48.4% | 1.84% | +26.7% |
| Q3 2021 | $12,768,000 | +15.6% | 329,922 | +17.8% | 1.45% | +4.7% |
| Q2 2021 | $11,049,000 | +19.1% | 280,080 | +13.6% | 1.39% | +5.6% |
| Q1 2021 | $9,275,000 | +26.8% | 246,544 | +21.4% | 1.31% | -12.5% |
| Q4 2020 | $7,314,000 | +22.1% | 203,108 | +6.5% | 1.50% | -10.2% |
| Q3 2020 | $5,989,000 | +6.0% | 190,741 | +0.5% | 1.67% | -21.5% |
| Q2 2020 | $5,648,000 | -53.2% | 189,836 | -59.4% | 2.13% | -55.5% |
| Q1 2020 | $12,072,000 | +46.2% | 467,174 | +90.2% | 4.79% | +111.0% |
| Q4 2019 | $8,259,000 | +154.6% | 245,570 | +141.2% | 2.27% | +86.2% |
| Q3 2019 | $3,244,000 | +3.9% | 101,805 | +4.6% | 1.22% | 0.0% |
| Q2 2019 | $3,123,000 | +7.8% | 97,350 | +5.2% | 1.22% | +24.5% |
| Q1 2019 | $2,898,000 | +22.0% | 92,556 | +10.5% | 0.98% | +36.4% |
| Q4 2018 | $2,375,000 | +38.2% | 83,760 | +63.4% | 0.72% | -4.7% |
| Q3 2018 | $1,718,000 | +13.5% | 51,251 | +11.9% | 0.75% | +101.6% |
| Q2 2018 | $1,514,000 | +12.1% | 45,805 | +14.3% | 0.37% | +11.7% |
| Q1 2018 | $1,350,000 | +46.7% | 40,060 | +48.4% | 0.33% | +49.8% |
| Q4 2017 | $920,000 | +274.0% | 27,003 | +267.3% | 0.22% | +159.3% |
| Q3 2017 | $246,000 | +16.0% | 7,352 | +10.2% | 0.09% | +11.7% |
| Q2 2017 | $212,000 | – | 6,669 | – | 0.08% | – |
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% |