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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $225 | -99.9% | 6,973 | 0.0% | 0.14% | +5.9% |
| Q3 2022 | $196,000 | -10.5% | 6,973 | 0.0% | 0.14% | -8.8% |
| Q2 2022 | $219,000 | -14.5% | 6,973 | 0.0% | 0.15% | -3.9% |
| Q1 2022 | $256,000 | -5.5% | 6,973 | 0.0% | 0.15% | 0.0% |
| Q4 2021 | $271,000 | +0.4% | 6,973 | 0.0% | 0.15% | -7.2% |
| Q3 2021 | $270,000 | -1.8% | 6,973 | 0.0% | 0.17% | -4.0% |
| Q2 2021 | $275,000 | +5.0% | 6,973 | 0.0% | 0.17% | -1.1% |
| Q1 2021 | $262,000 | +4.4% | 6,973 | 0.0% | 0.18% | -4.4% |
| Q4 2020 | $251,000 | +14.6% | 6,973 | 0.0% | 0.18% | -4.2% |
| Q3 2020 | $219,000 | +5.8% | 6,973 | 0.0% | 0.19% | +2.1% |
| Q2 2020 | $207,000 | +14.4% | 6,973 | 0.0% | 0.19% | +3.3% |
| Q1 2020 | $181,000 | -23.0% | 6,973 | 0.0% | 0.18% | +1.1% |
| Q4 2019 | $235,000 | +8.3% | 6,973 | +2.2% | 0.18% | 0.0% |
| Q3 2019 | $217,000 | 0.0% | 6,823 | +0.8% | 0.18% | -2.7% |
| Q2 2019 | $217,000 | +2.4% | 6,769 | 0.0% | 0.18% | +1.7% |
| Q1 2019 | $212,000 | +10.4% | 6,769 | 0.0% | 0.18% | -2.7% |
| Q4 2018 | $192,000 | -12.7% | 6,769 | +3.0% | 0.19% | -3.6% |
| Q3 2018 | $220,000 | -56.5% | 6,571 | +5.6% | 0.19% | -57.9% |
| Q2 2018 | $506,000 | +141.0% | 6,223 | 0.0% | 0.46% | +141.1% |
| Q1 2018 | $210,000 | -4.5% | 6,223 | -3.5% | 0.19% | +2.7% |
| Q4 2017 | $220,000 | – | 6,448 | – | 0.18% | – |
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% |