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 | $1,764,086 | +5.0% | 51,946 | +10.2% | 0.00% | – |
| Q2 2023 | $1,680,006 | -10.7% | 47,125 | -12.8% | 0.00% | – |
| Q1 2023 | $1,880,383 | +89.8% | 54,034 | +75.6% | 0.00% | – |
| Q4 2022 | $990,876 | +7.5% | 30,763 | -6.1% | 0.00% | – |
| Q3 2022 | $922,000 | -8.2% | 32,764 | +2.7% | 0.00% | – |
| Q2 2022 | $1,004,000 | -14.1% | 31,910 | +0.3% | 0.00% | – |
| Q1 2022 | $1,169,000 | -42.2% | 31,824 | -38.8% | 0.00% | – |
| Q4 2021 | $2,022,000 | +88.8% | 52,014 | +88.0% | 0.00% | – |
| Q3 2021 | $1,071,000 | +95.8% | 27,665 | +99.7% | 0.00% | – |
| Q2 2021 | $547,000 | +7.0% | 13,855 | +2.0% | 0.00% | – |
| Q1 2021 | $511,000 | -35.6% | 13,583 | -38.3% | 0.00% | – |
| Q4 2020 | $793,000 | +35.3% | 22,019 | +17.9% | 0.00% | – |
| Q3 2020 | $586,000 | +57.1% | 18,672 | +48.9% | 0.00% | – |
| Q2 2020 | $373,000 | +2.5% | 12,536 | -11.1% | 0.00% | – |
| Q1 2020 | $364,000 | 0.0% | 14,098 | +30.2% | 0.00% | – |
| Q4 2019 | $364,000 | +39.5% | 10,829 | +32.9% | 0.00% | – |
| Q2 2019 | $261,000 | +0.8% | 8,148 | -1.3% | 0.00% | – |
| Q1 2019 | $259,000 | +17.2% | 8,253 | +13.5% | 0.00% | – |
| Q2 2015 | $221,000 | -63.8% | 7,269 | -62.4% | 0.00% | – |
| Q4 2013 | $610,000 | +11.9% | 19,334 | +7.8% | 0.00% | – |
| Q3 2013 | $545,000 | – | 17,934 | – | 0.00% | – |
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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% |