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 | $3,300,662 | -1.5% | 97,193 | +3.4% | 1.52% | +1.4% |
| Q2 2023 | $3,352,192 | +3.6% | 94,031 | +1.1% | 1.50% | -4.1% |
| Q1 2023 | $3,237,108 | +13.5% | 93,020 | +5.0% | 1.56% | +6.8% |
| Q4 2022 | $2,852,690 | +23.8% | 88,565 | +8.1% | 1.46% | +17.9% |
| Q3 2022 | $2,305,000 | +0.1% | 81,958 | +12.0% | 1.24% | +2.6% |
| Q2 2022 | $2,302,000 | -11.9% | 73,199 | +2.8% | 1.21% | +0.5% |
| Q1 2022 | $2,614,000 | -4.2% | 71,195 | +1.4% | 1.20% | -1.7% |
| Q4 2021 | $2,729,000 | +3.7% | 70,220 | +3.2% | 1.22% | -6.3% |
| Q3 2021 | $2,632,000 | -1.9% | 68,010 | +0.0% | 1.31% | -4.1% |
| Q2 2021 | $2,683,000 | +3.6% | 68,000 | -1.3% | 1.36% | -4.6% |
| Q1 2021 | $2,591,000 | +4.5% | 68,880 | +0.1% | 1.43% | -2.3% |
| Q4 2020 | $2,479,000 | +15.4% | 68,834 | +0.6% | 1.46% | +2.2% |
| Q3 2020 | $2,149,000 | +7.4% | 68,432 | +1.8% | 1.43% | -2.8% |
| Q2 2020 | $2,001,000 | +8.0% | 67,245 | -6.2% | 1.47% | -9.4% |
| Q1 2020 | $1,853,000 | -23.3% | 71,724 | -0.2% | 1.62% | -5.4% |
| Q4 2019 | $2,417,000 | +10.6% | 71,863 | +4.7% | 1.72% | -20.6% |
| Q3 2019 | $2,186,000 | +0.9% | 68,628 | +1.7% | 2.16% | +0.6% |
| Q2 2019 | $2,166,000 | +5.3% | 67,494 | +2.8% | 2.15% | +0.8% |
| Q1 2019 | $2,057,000 | +12.7% | 65,685 | +2.0% | 2.13% | +2.3% |
| Q4 2018 | $1,826,000 | -9.9% | 64,416 | +6.5% | 2.08% | +6.3% |
| Q3 2018 | $2,027,000 | +17.6% | 60,457 | +15.9% | 1.96% | +5.7% |
| Q2 2018 | $1,724,000 | +29.6% | 52,164 | +32.2% | 1.85% | +27.5% |
| Q1 2018 | $1,330,000 | +76.4% | 39,451 | +78.3% | 1.45% | +75.9% |
| Q4 2017 | $754,000 | – | 22,121 | – | 0.83% | – |
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% |