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 | $269,405 | -4.7% | 7,933 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $282,811 | +103115.7% | 7,933 | +0.8% | 0.09% | 0.0% |
| Q1 2023 | $274 | +7.5% | 7,873 | -0.4% | 0.09% | +5.7% |
| Q4 2022 | $255 | -99.9% | 7,908 | +4.1% | 0.09% | +10.0% |
| Q3 2022 | $214,000 | -3.6% | 7,598 | +7.7% | 0.08% | +5.3% |
| Q2 2022 | $222,000 | -15.3% | 7,058 | -1.0% | 0.08% | -2.6% |
| Q1 2022 | $262,000 | -6.1% | 7,128 | -0.8% | 0.08% | -1.3% |
| Q4 2021 | $279,000 | -5.4% | 7,183 | -5.9% | 0.08% | -8.1% |
| Q3 2021 | $295,000 | -6.9% | 7,633 | -5.0% | 0.09% | -5.5% |
| Q2 2021 | $317,000 | +3.9% | 8,033 | -0.9% | 0.09% | -4.2% |
| Q1 2021 | $305,000 | +4.1% | 8,108 | -0.3% | 0.10% | -5.9% |
| Q4 2020 | $293,000 | +14.9% | 8,132 | 0.0% | 0.10% | -10.6% |
| Q3 2020 | $255,000 | +8.1% | 8,132 | +2.6% | 0.11% | +2.7% |
| Q2 2020 | $236,000 | +14.0% | 7,927 | -1.2% | 0.11% | -10.6% |
| Q1 2020 | $207,000 | -29.1% | 8,027 | -7.4% | 0.12% | +3.4% |
| Q4 2019 | $292,000 | +10.6% | 8,673 | +4.7% | 0.12% | 0.0% |
| Q3 2019 | $264,000 | +0.8% | 8,283 | +1.3% | 0.12% | 0.0% |
| Q2 2019 | $262,000 | +2.3% | 8,176 | +0.2% | 0.12% | -0.8% |
| Q1 2019 | $256,000 | -8.2% | 8,163 | -17.1% | 0.12% | -16.1% |
| Q4 2018 | $279,000 | -14.9% | 9,846 | +0.5% | 0.14% | -2.1% |
| Q3 2018 | $328,000 | +4.5% | 9,796 | +3.1% | 0.15% | -1.4% |
| Q2 2018 | $314,000 | -0.9% | 9,501 | +1.1% | 0.15% | -5.1% |
| Q1 2018 | $317,000 | -5.9% | 9,399 | -4.9% | 0.16% | -0.6% |
| Q4 2017 | $337,000 | -1.5% | 9,883 | -3.3% | 0.16% | -1.3% |
| Q3 2017 | $342,000 | +5.9% | 10,216 | +0.4% | 0.16% | +4.6% |
| Q2 2017 | $323,000 | +9.1% | 10,176 | +2.7% | 0.15% | +0.7% |
| Q1 2017 | $296,000 | +12.1% | 9,911 | +3.9% | 0.15% | +11.0% |
| Q4 2016 | $264,000 | +2.7% | 9,541 | +6.7% | 0.14% | +1.5% |
| Q3 2016 | $257,000 | +5.8% | 8,942 | -0.3% | 0.13% | +3.1% |
| Q2 2016 | $243,000 | – | 8,972 | – | 0.13% | – |
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% |