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 | $536 | -4.8% | 15,788 | 0.0% | 0.18% | -0.5% |
| Q2 2023 | $563 | +2.6% | 15,788 | 0.0% | 0.18% | -0.5% |
| Q1 2023 | $549 | +7.9% | 15,788 | 0.0% | 0.18% | +58.1% |
| Q4 2022 | $509 | -99.9% | 15,788 | 0.0% | 0.12% | +8.3% |
| Q3 2022 | $444,000 | -10.7% | 15,788 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $497,000 | -14.3% | 15,788 | 0.0% | 0.11% | +7.8% |
| Q1 2022 | $580,000 | -5.5% | 15,788 | 0.0% | 0.10% | +2.0% |
| Q4 2021 | $614,000 | -16.8% | 15,788 | -17.2% | 0.10% | -21.1% |
| Q3 2021 | $738,000 | -2.0% | 19,078 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $753,000 | +4.9% | 19,078 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $718,000 | +4.5% | 19,078 | 0.0% | 0.13% | +0.8% |
| Q4 2020 | $687,000 | +14.7% | 19,078 | 0.0% | 0.13% | +2.4% |
| Q3 2020 | $599,000 | -89.4% | 19,078 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $5,676,000 | +1468.0% | 19,078 | +36.3% | 0.12% | +50.6% |
| Q1 2020 | $362,000 | -23.1% | 14,001 | 0.0% | 0.08% | +13.7% |
| Q4 2019 | $471,000 | -47.2% | 14,001 | -50.0% | 0.07% | -3.9% |
| Q3 2019 | $892,000 | +104.6% | 28,002 | +105.9% | 0.08% | +130.3% |
| Q2 2019 | $436,000 | +2.3% | 13,600 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $426,000 | – | 13,600 | – | 0.03% | – |
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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% |