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 | $719,655 | -37.7% | 21,191 | -34.6% | 0.02% | -34.8% |
| Q2 2023 | $1,155,782 | -13.8% | 32,420 | -15.8% | 0.02% | -25.8% |
| Q1 2023 | $1,340,428 | +9.6% | 38,518 | +1.5% | 0.03% | -8.8% |
| Q4 2022 | $1,222,825 | -54.1% | 37,964 | -59.9% | 0.03% | -53.4% |
| Q3 2022 | $2,664,000 | -4.0% | 94,704 | +7.4% | 0.07% | -13.1% |
| Q2 2022 | $2,774,000 | -13.7% | 88,209 | +0.8% | 0.08% | +9.1% |
| Q1 2022 | $3,214,000 | +354.0% | 87,522 | +380.5% | 0.08% | +381.2% |
| Q4 2021 | $708,000 | +0.4% | 18,213 | -0.0% | 0.02% | -15.8% |
| Q3 2021 | $705,000 | +19.9% | 18,219 | +22.3% | 0.02% | +11.8% |
| Q2 2021 | $588,000 | +5.0% | 14,893 | +0.1% | 0.02% | -26.1% |
| Q1 2021 | $560,000 | +34.0% | 14,876 | +19.6% | 0.02% | -37.8% |
| Q4 2019 | $418,000 | – | 12,436 | – | 0.04% | – |
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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% |