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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,440,106 | -30.5% | 189,638 | -27.0% | 4.74% | -28.0% |
| Q2 2023 | $9,261,086 | +15.0% | 259,778 | +12.2% | 6.59% | +24.5% |
| Q1 2023 | $8,056,548 | +239.2% | 231,510 | +213.9% | 5.29% | +246.8% |
| Q4 2022 | $2,375,326 | -57.7% | 73,745 | -51.8% | 1.53% | -67.5% |
| Q1 2022 | $5,617,000 | -51.5% | 152,979 | -48.6% | 4.69% | -34.7% |
| Q4 2021 | $11,576,000 | +2.1% | 297,802 | +1.6% | 7.19% | +1.4% |
| Q3 2021 | $11,338,000 | -3.1% | 292,976 | -1.2% | 7.09% | -1.3% |
| Q2 2021 | $11,698,000 | +3.9% | 296,539 | -0.9% | 7.18% | +0.1% |
| Q1 2021 | $11,255,000 | -2.2% | 299,189 | -6.4% | 7.18% | -6.5% |
| Q4 2020 | $11,510,000 | +58.8% | 319,628 | +38.5% | 7.68% | +53.5% |
| Q3 2020 | $7,248,000 | +189.1% | 230,814 | +173.9% | 5.00% | +189.6% |
| Q2 2020 | $2,507,000 | -48.9% | 84,279 | -55.6% | 1.73% | -61.9% |
| Q1 2020 | $4,910,000 | -40.4% | 190,026 | -22.4% | 4.54% | -29.3% |
| Q4 2019 | $8,237,000 | +51.7% | 244,931 | +43.7% | 6.42% | +50.4% |
| Q3 2019 | $5,431,000 | – | 170,450 | – | 4.27% | – |
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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% |