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 | $12,871 | -94.5% | 379 | -94.4% | 0.00% | -100.0% |
Q1 2023 | $234,274 | -78.4% | 6,732 | -80.0% | 0.00% | -83.3% |
Q4 2022 | $1,082,804 | +54040.2% | 33,617 | +57860.3% | 0.01% | – |
Q2 2022 | $2,000 | -99.7% | 58 | -99.7% | 0.00% | -100.0% |
Q4 2021 | $726,000 | +18050.0% | 18,680 | +18580.0% | 0.01% | – |
Q3 2021 | $4,000 | -99.1% | 100 | -99.2% | 0.00% | -100.0% |
Q4 2020 | $456,000 | +225.7% | 12,660 | +184.8% | 0.01% | +200.0% |
Q3 2020 | $140,000 | +30.8% | 4,445 | +23.5% | 0.00% | 0.0% |
Q2 2020 | $107,000 | +197.2% | 3,600 | +156.4% | 0.00% | +100.0% |
Q1 2020 | $36,000 | -93.3% | 1,404 | -91.2% | 0.00% | -94.1% |
Q4 2019 | $537,000 | – | 15,982 | – | 0.02% | – |
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% |