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 | $2,997,871 | -6.8% | 87,734 | -3.0% | 6.96% | -3.6% |
| Q2 2023 | $3,215,589 | -2.6% | 90,478 | -2.4% | 7.23% | -2.8% |
| Q1 2023 | $3,300,834 | +4.7% | 92,694 | -5.3% | 7.44% | +9.5% |
| Q4 2022 | $3,152,199 | +24.2% | 97,864 | +8.5% | 6.79% | +14.5% |
| Q3 2022 | $2,538,000 | -14.9% | 90,221 | -4.8% | 5.94% | -14.4% |
| Q2 2022 | $2,981,000 | -12.3% | 94,794 | +2.4% | 6.93% | -1.5% |
| Q1 2022 | $3,398,000 | -2.6% | 92,533 | +3.1% | 7.04% | +2.3% |
| Q4 2021 | $3,488,000 | +1.7% | 89,742 | +1.3% | 6.88% | -20.6% |
| Q3 2021 | $3,430,000 | -0.1% | 88,623 | +1.8% | 8.66% | -3.0% |
| Q2 2021 | $3,434,000 | – | 87,051 | – | 8.93% | – |
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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% |