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 | $361 | -6.5% | 10,627 | -1.9% | 0.08% | 0.0% |
| Q2 2023 | $386 | +8.1% | 10,830 | +5.6% | 0.08% | +2.6% |
| Q1 2023 | $357 | +4.7% | 10,256 | -3.0% | 0.08% | +1.3% |
| Q4 2022 | $341 | -99.9% | 10,572 | -1.4% | 0.08% | -6.2% |
| Q3 2022 | $302,000 | -9.3% | 10,719 | +1.2% | 0.08% | -3.6% |
| Q2 2022 | $333,000 | -18.8% | 10,588 | -5.3% | 0.08% | -4.6% |
| Q1 2022 | $410,000 | -29.2% | 11,178 | -25.0% | 0.09% | -23.7% |
| Q4 2021 | $579,000 | -1.4% | 14,897 | -1.8% | 0.11% | -8.8% |
| Q3 2021 | $587,000 | -1.5% | 15,176 | +0.5% | 0.12% | +1.6% |
| Q2 2021 | $596,000 | +0.8% | 15,101 | -3.9% | 0.12% | -6.8% |
| Q1 2021 | $591,000 | -7.2% | 15,712 | -11.2% | 0.13% | -15.9% |
| Q4 2020 | $637,000 | +15.4% | 17,685 | +0.6% | 0.16% | +0.6% |
| Q3 2020 | $552,000 | +3.2% | 17,582 | -2.3% | 0.16% | -2.5% |
| Q2 2020 | $535,000 | +15.8% | 17,998 | +0.7% | 0.16% | -1.8% |
| Q1 2020 | $462,000 | -21.0% | 17,872 | +2.8% | 0.16% | +4.5% |
| Q4 2019 | $585,000 | +11.6% | 17,389 | +5.7% | 0.16% | +7.6% |
| Q3 2019 | $524,000 | -0.8% | 16,455 | +0.0% | 0.14% | -3.3% |
| Q2 2019 | $528,000 | +2.1% | 16,448 | -0.4% | 0.15% | -2.6% |
| Q1 2019 | $517,000 | +17.0% | 16,515 | +5.9% | 0.15% | -0.6% |
| Q4 2018 | $442,000 | -11.8% | 15,601 | +4.4% | 0.16% | +19.2% |
| Q3 2018 | $501,000 | -44.2% | 14,939 | -44.5% | 0.13% | +4.0% |
| Q2 2018 | $898,000 | +113.8% | 26,921 | +116.0% | 0.12% | +4.2% |
| Q1 2018 | $420,000 | -0.7% | 12,465 | +0.4% | 0.12% | +3.4% |
| Q4 2017 | $423,000 | +13.4% | 12,415 | +11.5% | 0.12% | +11.5% |
| Q3 2017 | $373,000 | +77.6% | 11,138 | +68.8% | 0.10% | +73.3% |
| Q2 2017 | $210,000 | – | 6,597 | – | 0.06% | – |
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% |