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 2023 | $257,281 | -45.6% | 7,576 | -42.9% | 0.09% | -45.9% |
| Q2 2023 | $473,076 | +0.9% | 13,270 | -1.5% | 0.17% | -3.9% |
| Q1 2023 | $468,930 | +9.7% | 13,475 | +1.5% | 0.18% | -2.2% |
| Q4 2022 | $427,427 | +5.0% | 13,270 | -8.3% | 0.18% | +1.7% |
| Q3 2022 | $407,000 | -10.5% | 14,470 | 0.0% | 0.18% | -8.6% |
| Q2 2022 | $455,000 | -14.3% | 14,470 | 0.0% | 0.20% | -24.2% |
| Q1 2022 | $531,000 | -5.5% | 14,470 | 0.0% | 0.26% | -0.4% |
| Q4 2021 | $562,000 | +0.4% | 14,470 | 0.0% | 0.26% | -6.1% |
| Q3 2021 | $560,000 | -1.9% | 14,470 | 0.0% | 0.28% | -7.9% |
| Q2 2021 | $571,000 | +3.1% | 14,470 | -1.8% | 0.30% | -13.0% |
| Q1 2021 | $554,000 | -2.5% | 14,729 | -6.7% | 0.35% | -11.5% |
| Q4 2020 | $568,000 | +14.5% | 15,784 | 0.0% | 0.39% | -4.6% |
| Q3 2020 | $496,000 | -11.3% | 15,784 | -16.0% | 0.41% | -15.8% |
| Q2 2020 | $559,000 | +15.3% | 18,784 | 0.0% | 0.49% | -0.6% |
| Q1 2020 | $485,000 | – | 18,784 | – | 0.49% | – |
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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% |