SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,551,000 | -10.6% | 268,422 | 0.0% | 1.22% | -6.2% |
| Q2 2022 | $8,442,000 | -14.6% | 268,422 | -0.3% | 1.30% | -1.6% |
| Q1 2022 | $9,885,000 | -5.9% | 269,192 | -0.4% | 1.32% | -0.8% |
| Q4 2021 | $10,504,000 | -0.9% | 270,242 | -1.4% | 1.33% | -11.2% |
| Q3 2021 | $10,602,000 | -7.7% | 273,952 | -6.0% | 1.50% | -12.0% |
| Q2 2021 | $11,492,000 | +4.5% | 291,316 | -0.4% | 1.70% | -6.0% |
| Q1 2021 | $11,002,000 | -49.1% | 292,442 | -51.3% | 1.81% | -3.1% |
| Q4 2020 | $21,632,000 | +125.4% | 600,724 | +96.5% | 1.87% | -0.8% |
| Q3 2020 | $9,598,000 | -1.7% | 305,657 | -6.9% | 1.88% | -10.3% |
| Q2 2020 | $9,766,000 | -46.0% | 328,267 | -53.1% | 2.10% | -15.0% |
| Q1 2020 | $18,078,000 | -38.0% | 699,584 | -19.3% | 2.47% | -64.6% |
| Q4 2019 | $29,171,000 | -61.1% | 867,406 | -63.1% | 6.99% | -33.1% |
| Q3 2019 | $74,954,000 | +4.5% | 2,352,582 | +5.3% | 10.45% | +2.1% |
| Q2 2019 | $71,700,000 | +5.4% | 2,234,318 | +2.8% | 10.24% | -3.8% |
| Q1 2019 | $68,046,000 | +130.8% | 2,173,272 | +109.0% | 10.64% | -3.7% |
| Q4 2018 | $29,479,000 | -8.8% | 1,039,812 | +7.9% | 11.05% | +2.8% |
| Q3 2018 | $32,324,000 | -47.0% | 964,038 | -47.8% | 10.75% | -1.3% |
| Q2 2018 | $61,034,000 | +16.9% | 1,846,726 | +20.5% | 10.89% | +4.0% |
| Q4 2017 | $52,194,000 | +3.4% | 1,531,976 | +1.6% | 10.47% | -3.3% |
| Q3 2017 | $50,474,000 | +116.8% | 1,508,056 | +105.9% | 10.83% | -2.6% |
| Q2 2017 | $23,276,000 | -44.5% | 732,413 | -47.9% | 11.12% | +2.9% |
| Q1 2017 | $41,970,000 | +114.1% | 1,405,086 | +98.4% | 10.80% | +7.2% |
| Q4 2016 | $19,605,000 | -5.5% | 708,288 | -1.7% | 10.07% | -5.2% |
| Q3 2016 | $20,751,000 | -49.0% | 720,783 | -52.0% | 10.62% | -7.3% |
| Q2 2016 | $40,716,000 | +95.0% | 1,501,858 | +95.0% | 11.45% | -7.2% |
| Q1 2016 | $20,876,000 | +111.2% | 770,069 | +114.7% | 12.34% | +74.7% |
| Q4 2015 | $9,885,000 | – | 358,689 | – | 7.06% | – |
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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% |