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 | $4,617,312 | -3.9% | 135,963 | +0.9% | 2.51% | +1.1% |
| Q2 2023 | $4,802,956 | +46.2% | 134,725 | +42.7% | 2.48% | +40.8% |
| Q1 2023 | $3,285,401 | +104630.7% | 94,408 | -3.1% | 1.76% | +5.3% |
| Q4 2022 | $3,137 | -99.5% | 97,385 | +337.0% | 1.67% | +365.7% |
| Q3 2022 | $627,000 | -7.4% | 22,287 | +3.5% | 0.36% | -0.3% |
| Q2 2022 | $677,000 | -15.6% | 21,535 | -1.4% | 0.36% | -2.2% |
| Q1 2022 | $802,000 | -5.8% | 21,835 | -0.2% | 0.37% | -8.7% |
| Q4 2021 | $851,000 | +2.4% | 21,882 | +1.9% | 0.40% | -4.0% |
| Q3 2021 | $831,000 | -0.4% | 21,467 | +1.5% | 0.42% | -1.4% |
| Q2 2021 | $834,000 | -15.2% | 21,141 | -19.2% | 0.43% | -21.5% |
| Q1 2021 | $984,000 | +21.6% | 26,152 | +16.4% | 0.54% | +13.1% |
| Q4 2020 | $809,000 | +16.2% | 22,468 | +1.3% | 0.48% | -1.2% |
| Q3 2020 | $696,000 | -0.3% | 22,178 | -5.5% | 0.49% | -8.8% |
| Q2 2020 | $698,000 | +3.6% | 23,468 | +16.9% | 0.53% | -20.8% |
| Q4 2019 | $674,000 | -23.3% | 20,069 | -27.3% | 0.67% | -20.4% |
| Q3 2019 | $879,000 | +6.4% | 27,613 | +7.2% | 0.85% | +2.8% |
| Q2 2019 | $826,000 | – | 25,756 | – | 0.82% | – |
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% |