SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $167,112 | +2.6% | 4,688 | +0.2% | 0.02% | -5.0% |
| Q1 2023 | $162,811 | +11.1% | 4,678 | +2.9% | 0.02% | +11.1% |
| Q4 2022 | $146,506 | -1.7% | 4,548 | -14.1% | 0.02% | -10.0% |
| Q3 2022 | $149,000 | +24.2% | 5,294 | +39.1% | 0.02% | +33.3% |
| Q2 2022 | $120,000 | -14.3% | 3,807 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $140,000 | -5.4% | 3,807 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $148,000 | +0.7% | 3,807 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $147,000 | 0.0% | 3,807 | +1.9% | 0.02% | 0.0% |
| Q2 2021 | $147,000 | -7.5% | 3,735 | -11.7% | 0.02% | -15.8% |
| Q1 2021 | $159,000 | +47.2% | 4,230 | +40.8% | 0.02% | +26.7% |
| Q4 2020 | $108,000 | +14.9% | 3,005 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $94,000 | +5.6% | 3,005 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $89,000 | +14.1% | 3,005 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $78,000 | +14.7% | 3,005 | +49.7% | 0.02% | -11.1% |
| Q4 2019 | $68,000 | +6.2% | 2,008 | 0.0% | 0.02% | +12.5% |
| Q3 2019 | $64,000 | 0.0% | 2,008 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $64,000 | +1.6% | 2,008 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $63,000 | -14.9% | 2,008 | -23.2% | 0.02% | -28.0% |
| Q4 2018 | $74,000 | -79.5% | 2,613 | -75.7% | 0.02% | -78.6% |
| Q3 2018 | $361,000 | +1344.0% | 10,754 | +1326.3% | 0.12% | +1200.0% |
| Q2 2018 | $25,000 | – | 754 | – | 0.01% | – |
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% |