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 | $706,170 | -3.4% | 20,794 | +1.4% | 0.19% | -1.6% |
| Q2 2023 | $731,045 | +4.3% | 20,506 | +1.9% | 0.19% | -8.1% |
| Q1 2023 | $700,634 | +11.5% | 20,133 | +3.2% | 0.21% | +1.9% |
| Q4 2022 | $628,262 | +13.4% | 19,505 | -1.0% | 0.21% | +4.0% |
| Q3 2022 | $554,000 | -8.0% | 19,710 | +3.0% | 0.20% | -2.0% |
| Q2 2022 | $602,000 | -14.2% | 19,128 | +0.0% | 0.20% | +1.5% |
| Q1 2022 | $702,000 | -0.3% | 19,126 | +5.7% | 0.20% | +8.2% |
| Q4 2021 | $704,000 | +22.9% | 18,100 | +22.2% | 0.18% | +10.2% |
| Q3 2021 | $573,000 | +24.8% | 14,808 | +27.3% | 0.17% | +24.6% |
| Q2 2021 | $459,000 | +37.4% | 11,631 | +30.9% | 0.13% | +31.4% |
| Q1 2021 | $334,000 | +51.8% | 8,885 | +45.4% | 0.10% | +34.2% |
| Q4 2020 | $220,000 | +13.4% | 6,111 | -1.1% | 0.08% | -3.8% |
| Q3 2020 | $194,000 | +2.1% | 6,180 | -3.4% | 0.08% | -10.2% |
| Q2 2020 | $190,000 | -56.1% | 6,397 | -61.8% | 0.09% | -63.5% |
| Q1 2020 | $433,000 | -42.8% | 16,742 | -25.6% | 0.24% | -21.0% |
| Q4 2019 | $757,000 | +36.6% | 22,501 | +29.3% | 0.30% | +19.6% |
| Q3 2019 | $554,000 | -0.5% | 17,399 | +0.3% | 0.26% | -0.8% |
| Q2 2019 | $557,000 | +1.1% | 17,349 | -1.5% | 0.26% | 0.0% |
| Q1 2019 | $551,000 | +14.1% | 17,612 | +3.4% | 0.26% | +1.2% |
| Q4 2018 | $483,000 | -42.4% | 17,033 | -31.9% | 0.25% | -29.2% |
| Q3 2018 | $839,000 | +1.8% | 25,024 | +0.4% | 0.36% | -4.0% |
| Q2 2018 | $824,000 | -18.6% | 24,927 | -17.0% | 0.37% | -15.8% |
| Q1 2018 | $1,012,000 | +23.0% | 30,042 | +24.3% | 0.44% | +20.3% |
| Q4 2017 | $823,000 | +10.0% | 24,173 | +8.2% | 0.37% | +3.4% |
| Q3 2017 | $748,000 | +3.5% | 22,336 | -1.8% | 0.36% | -0.3% |
| Q2 2017 | $723,000 | +52.5% | 22,753 | +43.3% | 0.36% | +38.2% |
| Q1 2017 | $474,000 | +20.3% | 15,873 | +11.6% | 0.26% | +7.9% |
| Q4 2016 | $394,000 | -25.2% | 14,220 | -22.2% | 0.24% | -21.8% |
| Q3 2016 | $527,000 | -0.4% | 18,277 | -6.2% | 0.31% | -10.0% |
| Q2 2016 | $529,000 | -0.4% | 19,488 | -0.5% | 0.34% | -5.8% |
| Q1 2016 | $531,000 | -2.4% | 19,582 | -0.8% | 0.36% | -1.9% |
| Q4 2015 | $544,000 | -0.5% | 19,745 | -1.2% | 0.37% | -2.1% |
| Q3 2015 | $547,000 | -9.6% | 19,988 | +0.7% | 0.38% | +3.3% |
| Q2 2015 | $605,000 | +8.2% | 19,846 | +7.2% | 0.36% | +9.0% |
| Q1 2015 | $559,000 | +10.5% | 18,508 | +5.6% | 0.34% | +13.9% |
| Q4 2014 | $506,000 | +10.5% | 17,526 | +18.7% | 0.29% | +6.9% |
| Q3 2014 | $458,000 | +2.0% | 14,765 | +8.5% | 0.28% | +1.5% |
| Q2 2014 | $449,000 | +133.9% | 13,611 | +123.5% | 0.27% | +108.5% |
| Q1 2014 | $192,000 | +62.7% | 6,089 | +62.5% | 0.13% | +42.9% |
| Q4 2013 | $118,000 | – | 3,746 | – | 0.09% | – |
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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% |