SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,655,189 | +49.2% | 166,525 | +56.7% | 0.00% | 0.0% |
| Q2 2023 | $3,789,452 | +24.0% | 106,296 | +21.0% | 0.00% | 0.0% |
| Q1 2023 | $3,057,215 | +71.5% | 87,851 | +58.7% | 0.00% | – |
| Q4 2022 | $1,782,888 | +306.1% | 55,352 | +254.7% | 0.00% | – |
| Q3 2022 | $439,000 | -50.3% | 15,606 | -44.5% | 0.00% | – |
| Q2 2022 | $884,000 | -63.1% | 28,112 | -56.9% | 0.00% | -100.0% |
| Q1 2022 | $2,395,000 | +69.9% | 65,211 | +79.7% | 0.00% | – |
| Q4 2021 | $1,410,000 | +95.0% | 36,283 | +94.2% | 0.00% | – |
| Q3 2021 | $723,000 | -39.1% | 18,688 | -47.0% | 0.00% | – |
| Q4 2019 | $1,187,000 | +5.6% | 35,285 | 0.0% | 0.00% | – |
| Q3 2019 | $1,124,000 | +266.1% | 35,285 | +225.9% | 0.00% | – |
| Q4 2018 | $307,000 | -53.1% | 10,826 | -47.5% | 0.00% | – |
| Q2 2017 | $655,000 | -67.4% | 20,626 | -69.3% | 0.00% | -100.0% |
| Q1 2017 | $2,009,000 | +8.0% | 67,244 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,861,000 | -3.9% | 67,244 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,936,000 | +6.2% | 67,244 | -0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,823,000 | -15.2% | 67,249 | -15.2% | 0.00% | 0.0% |
| Q1 2016 | $2,149,000 | +17.1% | 79,280 | +19.1% | 0.00% | 0.0% |
| Q4 2015 | $1,835,000 | +0.6% | 66,564 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $1,824,000 | +172.6% | 66,649 | +203.5% | 0.00% | – |
| Q2 2015 | $669,000 | -13.6% | 21,957 | -14.2% | 0.00% | – |
| Q1 2015 | $774,000 | -80.2% | 25,598 | -81.1% | 0.00% | -100.0% |
| Q4 2014 | $3,913,000 | +101.0% | 135,339 | +115.6% | 0.00% | 0.0% |
| Q3 2014 | $1,947,000 | -42.8% | 62,780 | -39.2% | 0.00% | 0.0% |
| Q2 2014 | $3,406,000 | -31.9% | 103,274 | -35.0% | 0.00% | -50.0% |
| Q1 2014 | $5,002,000 | +1900.8% | 158,804 | +1833.8% | 0.00% | – |
| Q3 2013 | $250,000 | – | 8,212 | – | 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% |