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 | $910,000 | -4.7% | 26,795 | 0.0% | 0.13% | +20.7% |
| Q2 2023 | $955,000 | +3.2% | 26,795 | +0.9% | 0.11% | -3.5% |
| Q1 2023 | $925,000 | +3.2% | 26,566 | -4.5% | 0.12% | -10.9% |
| Q4 2022 | $896,000 | +15.2% | 27,806 | +0.5% | 0.13% | -2.3% |
| Q3 2022 | $778,000 | -10.6% | 27,670 | +0.0% | 0.13% | -17.0% |
| Q2 2022 | $870,000 | -16.3% | 27,664 | -2.3% | 0.16% | -4.8% |
| Q1 2022 | $1,040,000 | -80.9% | 28,327 | -79.8% | 0.17% | -80.1% |
| Q4 2021 | $5,453,000 | +373.8% | 140,288 | +371.6% | 0.84% | +346.8% |
| Q3 2021 | $1,151,000 | -1.9% | 29,749 | +0.0% | 0.19% | +8.0% |
| Q2 2021 | $1,173,000 | +3.6% | 29,743 | -1.1% | 0.17% | -9.8% |
| Q1 2021 | $1,132,000 | – | 30,083 | – | 0.19% | – |
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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% |