SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,687,936 | -0.3% | 403,061 | +4.7% | 0.18% | +3.5% |
| Q2 2023 | $13,728,109 | +5.9% | 385,080 | +3.4% | 0.17% | -1.2% |
| Q1 2023 | $12,965,484 | +13.3% | 372,571 | +4.9% | 0.17% | +10.3% |
| Q4 2022 | $11,444,290 | +9.7% | 355,302 | -4.2% | 0.16% | +0.6% |
| Q3 2022 | $10,433,000 | -11.7% | 370,884 | -1.3% | 0.16% | -7.7% |
| Q2 2022 | $11,815,000 | -4.4% | 375,671 | +11.6% | 0.17% | +9.8% |
| Q1 2022 | $12,359,000 | -19.1% | 336,562 | -14.3% | 0.15% | -18.2% |
| Q4 2021 | $15,279,000 | +7.1% | 392,600 | +6.5% | 0.19% | -2.1% |
| Q3 2021 | $14,265,000 | +5.1% | 368,616 | +7.2% | 0.19% | +1.6% |
| Q2 2021 | $13,567,000 | +21.4% | 343,895 | +15.8% | 0.19% | +11.9% |
| Q1 2021 | $11,176,000 | +12.5% | 297,077 | +7.7% | 0.17% | +1.8% |
| Q4 2020 | $9,930,000 | +18.8% | 275,753 | +3.6% | 0.16% | +6.5% |
| Q3 2020 | $8,356,000 | +10.5% | 266,105 | +4.7% | 0.16% | +1.3% |
| Q2 2020 | $7,561,000 | +31.4% | 254,148 | +14.1% | 0.15% | +20.5% |
| Q1 2020 | $5,756,000 | -15.4% | 222,759 | +10.1% | 0.13% | -0.8% |
| Q4 2019 | $6,803,000 | +1.0% | 202,304 | -4.3% | 0.13% | -4.5% |
| Q3 2019 | $6,736,000 | +7.1% | 211,421 | +7.8% | 0.13% | +3.1% |
| Q2 2019 | $6,287,000 | -0.9% | 196,064 | -3.3% | 0.13% | -3.7% |
| Q1 2019 | $6,344,000 | +17.9% | 202,737 | +6.6% | 0.14% | +3.1% |
| Q4 2018 | $5,380,000 | -7.2% | 190,176 | +10.0% | 0.13% | +1.6% |
| Q3 2018 | $5,795,000 | +28.1% | 172,895 | +26.4% | 0.13% | +16.2% |
| Q2 2018 | $4,523,000 | +61.5% | 136,794 | +64.6% | 0.11% | +54.2% |
| Q1 2018 | $2,801,000 | +31.3% | 83,116 | +32.7% | 0.07% | +35.8% |
| Q4 2017 | $2,133,000 | +35.9% | 62,633 | +33.6% | 0.05% | +29.3% |
| Q3 2017 | $1,569,000 | +11.0% | 46,890 | +5.4% | 0.04% | +5.1% |
| Q2 2017 | $1,414,000 | +7.4% | 44,503 | +0.9% | 0.04% | +2.6% |
| Q1 2017 | $1,317,000 | +21.3% | 44,097 | +12.3% | 0.04% | +15.2% |
| Q4 2016 | $1,086,000 | – | 39,254 | – | 0.03% | – |
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% |