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 | $780,707 | -14.3% | 22,975 | -9.2% | 1.11% | +13.3% |
| Q2 2023 | $911,408 | -9.0% | 25,303 | -11.5% | 0.98% | -19.6% |
| Q1 2023 | $1,001,025 | -61.7% | 28,584 | -62.9% | 1.22% | -66.3% |
| Q4 2022 | $2,613,150 | +21.6% | 77,061 | +1.7% | 3.61% | +76.9% |
| Q3 2022 | $2,149,000 | -6.2% | 75,793 | +3.7% | 2.04% | +28.4% |
| Q2 2022 | $2,291,000 | -12.9% | 73,079 | +2.1% | 1.59% | +46.7% |
| Q1 2022 | $2,629,000 | -2.7% | 71,591 | +2.9% | 1.08% | +15.1% |
| Q4 2021 | $2,703,000 | +8.0% | 69,551 | +7.5% | 0.94% | +10.3% |
| Q3 2021 | $2,503,000 | +6.0% | 64,670 | +8.0% | 0.85% | +6.6% |
| Q2 2021 | $2,361,000 | +11.5% | 59,858 | +6.4% | 0.80% | +3.9% |
| Q1 2021 | $2,117,000 | +9.6% | 56,263 | +4.8% | 0.77% | +1.3% |
| Q4 2020 | $1,932,000 | +34.1% | 53,664 | +16.9% | 0.76% | +22.8% |
| Q3 2020 | $1,441,000 | +16.2% | 45,891 | +10.1% | 0.62% | +12.1% |
| Q2 2020 | $1,240,000 | +19.7% | 41,691 | +3.9% | 0.55% | +0.2% |
| Q1 2020 | $1,036,000 | -16.0% | 40,110 | +9.4% | 0.55% | +0.4% |
| Q4 2019 | $1,233,000 | +17.7% | 36,659 | +11.4% | 0.55% | +10.5% |
| Q3 2019 | $1,048,000 | +2.7% | 32,904 | +3.6% | 0.50% | -2.4% |
| Q2 2019 | $1,020,000 | +12.5% | 31,775 | +9.7% | 0.51% | +5.2% |
| Q1 2019 | $907,000 | +11.0% | 28,966 | +0.5% | 0.48% | -0.4% |
| Q4 2018 | $817,000 | -17.6% | 28,825 | -2.4% | 0.49% | -4.3% |
| Q3 2018 | $991,000 | -1.8% | 29,542 | -3.2% | 0.51% | -8.8% |
| Q2 2018 | $1,009,000 | -8.8% | 30,521 | -6.9% | 0.56% | -12.4% |
| Q1 2018 | $1,106,000 | +8.4% | 32,798 | +9.5% | 0.64% | -1.5% |
| Q4 2017 | $1,020,000 | -1.4% | 29,953 | -3.0% | 0.65% | -3.1% |
| Q3 2017 | $1,034,000 | +10.7% | 30,893 | +5.1% | 0.67% | +5.4% |
| Q2 2017 | $934,000 | +7.6% | 29,398 | +1.1% | 0.63% | -7.9% |
| Q1 2017 | $868,000 | – | 29,069 | – | 0.69% | – |
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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% |