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 | $3,539,583 | -6.0% | 104,228 | -1.3% | 0.04% | -7.9% |
| Q2 2023 | $3,764,640 | +11.8% | 105,600 | +9.1% | 0.04% | +2.7% |
| Q1 2023 | $3,368,507 | +3.0% | 96,796 | -4.6% | 0.04% | +27.6% |
| Q4 2022 | $3,269,734 | -99.9% | 101,513 | -44.6% | 0.03% | +3.6% |
| Q3 2022 | $2,579,577,000 | +85203.5% | 183,218 | +90.6% | 0.03% | -9.7% |
| Q2 2022 | $3,024,000 | -6.5% | 96,139 | +9.2% | 0.03% | -8.8% |
| Q1 2022 | $3,233,000 | -6.5% | 88,048 | -1.0% | 0.03% | -2.9% |
| Q4 2021 | $3,458,000 | -58.6% | 88,972 | -58.8% | 0.04% | -58.3% |
| Q3 2021 | $8,356,000 | +157.8% | 215,925 | +162.8% | 0.08% | +127.0% |
| Q2 2021 | $3,241,000 | +1.1% | 82,159 | -3.6% | 0.04% | -9.8% |
| Q1 2021 | $3,206,000 | -61.2% | 85,210 | -62.6% | 0.04% | -57.3% |
| Q4 2020 | $8,262,000 | -99.7% | 227,841 | +139.6% | 0.10% | +74.5% |
| Q3 2020 | $2,960,000,000 | – | 95,094 | – | 0.06% | – |
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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% |