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 | $2,154,576 | +49.5% | 63,445 | +56.9% | 0.01% | +60.0% |
| Q2 2023 | $1,441,491 | +11.0% | 40,435 | +8.3% | 0.01% | 0.0% |
| Q1 2023 | $1,299,055 | +36.9% | 37,329 | +26.7% | 0.01% | +25.0% |
| Q4 2022 | $949,170 | +4.0% | 29,468 | -9.3% | 0.00% | 0.0% |
| Q3 2022 | $913,000 | -5.4% | 32,474 | +5.8% | 0.00% | 0.0% |
| Q2 2022 | $965,000 | -27.0% | 30,699 | -14.8% | 0.00% | -20.0% |
| Q1 2022 | $1,322,000 | -21.4% | 36,013 | -16.8% | 0.01% | 0.0% |
| Q4 2021 | $1,683,000 | +22.8% | 43,291 | +22.3% | 0.01% | 0.0% |
| Q3 2021 | $1,370,000 | +72.3% | 35,406 | +75.6% | 0.01% | +66.7% |
| Q2 2021 | $795,000 | +5.2% | 20,163 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $756,000 | -0.1% | 20,098 | -4.3% | 0.00% | 0.0% |
| Q4 2020 | $757,000 | +20.3% | 21,011 | +4.9% | 0.00% | 0.0% |
| Q3 2020 | $629,000 | +66.4% | 20,028 | +57.8% | 0.00% | +50.0% |
| Q2 2020 | $378,000 | -29.3% | 12,690 | -38.7% | 0.00% | -33.3% |
| Q1 2020 | $535,000 | -24.0% | 20,702 | -1.0% | 0.00% | -25.0% |
| Q4 2019 | $704,000 | -6.6% | 20,919 | -11.6% | 0.00% | 0.0% |
| Q3 2019 | $754,000 | +5.2% | 23,666 | +5.9% | 0.00% | 0.0% |
| Q2 2019 | $717,000 | +4.1% | 22,338 | +1.6% | 0.00% | 0.0% |
| Q1 2019 | $689,000 | +14.3% | 21,991 | +3.3% | 0.00% | 0.0% |
| Q4 2018 | $603,000 | +41.2% | 21,286 | +67.0% | 0.00% | +33.3% |
| Q3 2018 | $427,000 | -0.5% | 12,744 | -1.8% | 0.00% | 0.0% |
| Q2 2018 | $429,000 | -1.8% | 12,977 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $437,000 | +9.0% | 12,963 | +10.2% | 0.00% | 0.0% |
| Q4 2017 | $401,000 | +1.8% | 11,762 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $394,000 | +5.3% | 11,762 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $374,000 | +9.7% | 11,762 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $341,000 | +4.6% | 11,762 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $326,000 | -36.6% | 11,762 | -34.2% | 0.00% | -40.0% |
| Q3 2016 | $514,000 | +6.2% | 17,866 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $484,000 | – | 17,866 | – | 0.01% | – |
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% |