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 | $3,786,868 | +3.5% | 111,510 | +8.7% | 0.65% | +5.7% |
| Q2 2023 | $3,658,355 | +1.2% | 102,619 | -1.2% | 0.62% | -1.0% |
| Q1 2023 | $3,614,375 | +7.5% | 103,861 | -0.5% | 0.62% | +4.5% |
| Q4 2022 | $3,361,997 | +12.7% | 104,377 | -1.6% | 0.60% | +4.7% |
| Q3 2022 | $2,984,000 | -12.9% | 106,085 | -2.7% | 0.57% | -6.9% |
| Q2 2022 | $3,427,000 | -10.9% | 108,977 | +4.0% | 0.61% | +0.7% |
| Q1 2022 | $3,846,000 | -4.0% | 104,736 | +2.4% | 0.61% | -1.3% |
| Q4 2021 | $4,008,000 | -0.2% | 102,307 | -1.4% | 0.62% | -6.2% |
| Q3 2021 | $4,017,000 | -3.0% | 103,786 | -1.2% | 0.66% | -3.4% |
| Q2 2021 | $4,142,000 | +22.0% | 104,996 | +16.4% | 0.68% | +14.5% |
| Q1 2021 | $3,394,000 | +12.1% | 90,211 | +7.2% | 0.59% | +15.8% |
| Q4 2020 | $3,029,000 | +17.4% | 84,118 | +2.4% | 0.51% | +40.9% |
| Q3 2020 | $2,580,000 | +9.0% | 82,169 | +3.2% | 0.36% | +1.1% |
| Q2 2020 | $2,368,000 | +15.1% | 79,610 | -0.0% | 0.36% | -5.0% |
| Q1 2020 | $2,058,000 | -17.6% | 79,644 | +7.2% | 0.38% | -5.5% |
| Q4 2019 | $2,499,000 | +6.7% | 74,323 | +6.0% | 0.40% | +5.5% |
| Q3 2019 | $2,342,000 | +19.1% | 70,126 | +14.5% | 0.38% | -54.5% |
| Q2 2019 | $1,966,000 | +11.8% | 61,255 | +9.1% | 0.84% | +5.8% |
| Q1 2019 | $1,758,000 | +37.0% | 56,161 | +24.1% | 0.79% | +22.1% |
| Q4 2018 | $1,283,000 | -18.0% | 45,257 | -3.0% | 0.65% | -8.0% |
| Q3 2018 | $1,565,000 | +46.4% | 46,673 | +44.3% | 0.70% | +34.0% |
| Q2 2018 | $1,069,000 | +32.0% | 32,344 | +34.6% | 0.52% | +29.1% |
| Q1 2018 | $810,000 | +0.7% | 24,038 | +1.8% | 0.41% | +3.0% |
| Q4 2017 | $804,000 | +2.6% | 23,611 | +0.8% | 0.39% | +0.8% |
| Q3 2017 | $784,000 | -0.5% | 23,431 | -5.4% | 0.39% | -3.5% |
| Q2 2017 | $788,000 | +15.4% | 24,781 | +8.4% | 0.40% | +11.3% |
| Q1 2017 | $683,000 | +12.3% | 22,851 | +4.1% | 0.36% | +13.4% |
| Q4 2016 | $608,000 | – | 21,951 | – | 0.32% | – |
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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% |