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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $438,000 | -37.5% | 11,924 | -33.9% | 0.01% | -29.4% |
| Q4 2021 | $701,000 | -6.9% | 18,041 | -7.3% | 0.02% | 0.0% |
| Q3 2021 | $753,000 | -4.1% | 19,460 | -2.3% | 0.02% | -5.6% |
| Q2 2021 | $785,000 | +0.3% | 19,909 | -4.3% | 0.02% | -5.3% |
| Q1 2021 | $783,000 | -6.8% | 20,800 | -10.8% | 0.02% | -9.5% |
| Q4 2020 | $840,000 | +13.8% | 23,321 | -0.7% | 0.02% | 0.0% |
| Q3 2020 | $738,000 | -10.4% | 23,496 | -15.2% | 0.02% | -12.5% |
| Q2 2020 | $824,000 | -14.7% | 27,705 | -25.9% | 0.02% | -27.3% |
| Q1 2020 | $966,000 | -35.8% | 37,400 | -16.4% | 0.03% | -19.5% |
| Q4 2019 | $1,505,000 | +10.9% | 44,748 | +5.1% | 0.04% | +5.1% |
| Q3 2019 | $1,357,000 | +6.3% | 42,581 | +7.1% | 0.04% | +11.4% |
| Q2 2019 | $1,276,000 | +3.7% | 39,761 | +1.1% | 0.04% | -7.9% |
| Q1 2019 | $1,231,000 | +52.2% | 39,324 | +37.8% | 0.04% | +35.7% |
| Q4 2018 | $809,000 | -13.4% | 28,533 | +2.4% | 0.03% | -3.4% |
| Q3 2018 | $934,000 | +4.1% | 27,867 | +2.6% | 0.03% | +26.1% |
| Q2 2018 | $897,000 | -1.0% | 27,152 | +1.0% | 0.02% | -20.7% |
| Q1 2018 | $906,000 | +3.3% | 26,875 | +4.4% | 0.03% | +7.4% |
| Q4 2017 | $877,000 | +17.1% | 25,740 | +15.0% | 0.03% | +8.0% |
| Q3 2017 | $749,000 | +46.6% | 22,380 | +39.3% | 0.02% | +47.1% |
| Q2 2017 | $511,000 | +27.8% | 16,065 | +19.7% | 0.02% | +21.4% |
| Q1 2017 | $400,000 | +39.9% | 13,417 | +30.2% | 0.01% | +27.3% |
| Q4 2016 | $286,000 | +11.3% | 10,304 | +15.5% | 0.01% | -21.4% |
| Q3 2016 | $257,000 | +24.2% | 8,919 | +16.7% | 0.01% | +27.3% |
| Q2 2016 | $207,000 | +95.3% | 7,644 | +95.8% | 0.01% | +83.3% |
| Q1 2016 | $106,000 | +16.5% | 3,904 | +17.7% | 0.01% | +20.0% |
| Q4 2015 | $91,000 | +11.0% | 3,317 | +11.3% | 0.01% | 0.0% |
| Q3 2015 | $82,000 | -9.9% | 2,979 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $91,000 | +51.7% | 2,979 | +50.5% | 0.01% | +66.7% |
| Q1 2015 | $60,000 | +13.2% | 1,979 | +7.0% | 0.00% | 0.0% |
| Q4 2014 | $53,000 | +17.8% | 1,850 | +27.6% | 0.00% | +50.0% |
| Q3 2014 | $45,000 | +50.0% | 1,450 | +61.1% | 0.00% | 0.0% |
| Q2 2014 | $30,000 | – | 900 | – | 0.00% | – |
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% |