SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,499 | -4.7% | 7,965 | 0.0% | 0.04% | -6.2% |
| Q2 2023 | $283,960 | +8.6% | 7,965 | -1.9% | 0.05% | -7.7% |
| Q4 2022 | $261,502 | +5.4% | 8,119 | -8.0% | 0.05% | +4.0% |
| Q3 2022 | $248,000 | -21.5% | 8,826 | -12.3% | 0.05% | -20.6% |
| Q2 2022 | $316,000 | -14.4% | 10,063 | +0.2% | 0.06% | 0.0% |
| Q1 2022 | $369,000 | -5.4% | 10,040 | +0.0% | 0.06% | -1.6% |
| Q4 2021 | $390,000 | -3.2% | 10,037 | -3.6% | 0.06% | -12.3% |
| Q3 2021 | $403,000 | -1.9% | 10,410 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $411,000 | +5.1% | 10,410 | +0.2% | 0.07% | -2.6% |
| Q1 2021 | $391,000 | +4.8% | 10,388 | +0.3% | 0.08% | -2.6% |
| Q4 2020 | $373,000 | +16.2% | 10,357 | +1.2% | 0.08% | -1.3% |
| Q3 2020 | $321,000 | +42.0% | 10,236 | +34.9% | 0.08% | +29.5% |
| Q2 2020 | $226,000 | -8.1% | 7,586 | +3.8% | 0.06% | -7.6% |
| Q4 2019 | $246,000 | +6.0% | 7,305 | +0.4% | 0.07% | -7.0% |
| Q3 2019 | $232,000 | -0.4% | 7,275 | 0.0% | 0.07% | -6.6% |
| Q2 2019 | $233,000 | +2.2% | 7,275 | 0.0% | 0.08% | -6.2% |
| Q1 2019 | $228,000 | +4.6% | 7,275 | -5.2% | 0.08% | -18.2% |
| Q4 2018 | $218,000 | -14.2% | 7,675 | +1.7% | 0.10% | -4.8% |
| Q3 2018 | $254,000 | +2.8% | 7,549 | 0.0% | 0.10% | -24.6% |
| Q2 2018 | $247,000 | -1.2% | 7,549 | 0.0% | 0.14% | -0.7% |
| Q1 2018 | $250,000 | -37.7% | 7,549 | -31.9% | 0.14% | -44.2% |
| Q4 2017 | $401,000 | – | 11,079 | – | 0.25% | – |
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% |