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 | $2,078 | -5.7% | 61,192 | -1.0% | 1.46% | +80.2% |
| Q2 2023 | $2,203 | -5.1% | 61,790 | -7.4% | 0.81% | +3.2% |
| Q1 2023 | $2,321 | -23.2% | 66,704 | -28.9% | 0.78% | -37.2% |
| Q4 2022 | $3,023 | -99.8% | 93,849 | +82.9% | 1.25% | +5.0% |
| Q3 2022 | $1,443,000 | -13.4% | 51,302 | -3.2% | 1.19% | +404.2% |
| Q2 2022 | $1,667,000 | -17.3% | 52,995 | -3.4% | 0.24% | -82.6% |
| Q1 2022 | $2,015,000 | -20.2% | 54,872 | -15.5% | 1.35% | -29.3% |
| Q4 2021 | $2,525,000 | – | 64,955 | – | 1.92% | – |
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% |