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 | $732,789 | -4.6% | 21,578 | +0.2% | 0.77% | +2.0% |
Q2 2023 | $767,936 | +1.1% | 21,541 | -1.3% | 0.76% | -3.6% |
Q1 2023 | $759,406 | +8.8% | 21,822 | +0.7% | 0.79% | +4.4% |
Q4 2022 | $698,147 | +19.1% | 21,675 | +4.3% | 0.75% | -67.3% |
Q3 2022 | $586,000 | -10.7% | 20,780 | -0.4% | 2.30% | +212.8% |
Q2 2022 | $656,000 | -9.9% | 20,858 | +5.1% | 0.74% | +11.2% |
Q1 2022 | $728,000 | -5.2% | 19,844 | +0.7% | 0.66% | +2.0% |
Q4 2021 | $768,000 | – | 19,704 | – | 0.65% | – |
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% |