SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,126 | -10.5% | 9,993 | -3.0% | 0.29% | +2.4% |
| Q2 2023 | $367,649 | +2.9% | 10,301 | +1.0% | 0.29% | -1.4% |
| Q1 2023 | $357,331 | -7.5% | 10,204 | -14.4% | 0.29% | -15.5% |
| Q4 2022 | $386,171 | +0.0% | 11,923 | -8.2% | 0.34% | -1.4% |
| Q3 2022 | $386,000 | -10.9% | 12,992 | -5.7% | 0.35% | -15.7% |
| Q2 2022 | $433,000 | -12.3% | 13,773 | +2.6% | 0.41% | +8.7% |
| Q1 2022 | $494,000 | -7.7% | 13,427 | -2.4% | 0.38% | +0.3% |
| Q4 2021 | $535,000 | – | 13,753 | – | 0.38% | – |
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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% |