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 | $19,311,334 | -4.2% | 573,037 | +1.0% | 1.17% | -0.4% |
| Q2 2023 | $20,167,255 | +7.3% | 567,452 | +5.0% | 1.18% | -1.3% |
| Q1 2023 | $18,801,021 | +10.2% | 540,259 | +2.0% | 1.19% | +3.5% |
| Q4 2022 | $17,061,361 | +19.9% | 529,691 | +4.7% | 1.15% | +5.7% |
| Q3 2022 | $14,228,000 | -5.6% | 505,799 | +5.5% | 1.09% | -2.6% |
| Q2 2022 | $15,075,000 | -9.1% | 479,348 | +6.1% | 1.12% | +2.7% |
| Q1 2022 | $16,583,000 | -0.7% | 451,596 | +5.1% | 1.09% | -8.0% |
| Q4 2021 | $16,702,000 | +10.0% | 429,693 | +9.5% | 1.19% | -1.4% |
| Q3 2021 | $15,187,000 | +2.1% | 392,429 | +4.1% | 1.20% | +0.4% |
| Q2 2021 | $14,877,000 | +11.4% | 377,116 | +6.2% | 1.20% | +3.3% |
| Q1 2021 | $13,360,000 | +4.7% | 355,135 | +0.2% | 1.16% | -4.5% |
| Q4 2020 | $12,763,000 | +16.2% | 354,415 | +1.4% | 1.22% | -2.1% |
| Q3 2020 | $10,980,000 | -2.2% | 349,685 | -7.3% | 1.24% | -11.0% |
| Q2 2020 | $11,227,000 | +21.9% | 377,392 | +5.9% | 1.39% | +0.6% |
| Q1 2020 | $9,211,000 | -21.8% | 356,445 | +1.8% | 1.38% | +9.7% |
| Q4 2019 | $11,772,000 | +18.9% | 350,043 | +12.7% | 1.26% | +2.6% |
| Q3 2019 | $9,898,000 | +9.9% | 310,671 | +10.7% | 1.23% | +12.2% |
| Q2 2019 | $9,008,000 | +15.6% | 280,696 | +12.8% | 1.10% | +9.3% |
| Q1 2019 | $7,790,000 | +54.3% | 248,801 | +39.7% | 1.00% | +32.1% |
| Q4 2018 | $5,049,000 | -70.1% | 178,089 | -64.7% | 0.76% | -66.4% |
| Q3 2018 | $16,895,000 | +5.8% | 503,875 | +4.3% | 2.26% | +0.6% |
| Q2 2018 | $15,964,000 | +2.2% | 483,030 | +4.2% | 2.24% | +1.4% |
| Q1 2018 | $15,626,000 | +3.8% | 463,540 | +4.9% | 2.22% | +3.6% |
| Q4 2017 | $15,051,000 | +7.2% | 441,770 | +5.3% | 2.14% | +0.4% |
| Q3 2017 | $14,045,000 | +10.6% | 419,624 | +5.0% | 2.13% | +5.8% |
| Q2 2017 | $12,695,000 | +55.9% | 399,477 | +46.6% | 2.01% | +44.1% |
| Q1 2017 | $8,141,000 | +23.9% | 272,543 | +14.9% | 1.40% | +13.9% |
| Q4 2016 | $6,568,000 | -8.6% | 237,285 | -4.9% | 1.23% | -16.4% |
| Q3 2016 | $7,185,000 | +8.4% | 249,562 | +2.1% | 1.47% | +2.7% |
| Q2 2016 | $6,626,000 | +6.0% | 244,409 | +6.0% | 1.43% | +1.0% |
| Q1 2016 | $6,249,000 | +10.3% | 230,509 | +12.2% | 1.42% | +3.4% |
| Q4 2015 | $5,664,000 | +28.0% | 205,508 | +27.1% | 1.37% | +19.7% |
| Q3 2015 | $4,425,000 | -4.2% | 161,690 | +6.2% | 1.14% | +0.3% |
| Q2 2015 | $4,617,000 | +10.6% | 152,222 | +10.3% | 1.14% | +4.3% |
| Q1 2015 | $4,174,000 | +7.4% | 138,062 | +2.7% | 1.09% | +2.1% |
| Q4 2014 | $3,886,000 | +5.7% | 134,431 | +13.4% | 1.07% | -1.3% |
| Q3 2014 | $3,676,000 | -3.1% | 118,502 | +3.0% | 1.08% | -3.1% |
| Q2 2014 | $3,794,000 | +8.6% | 115,044 | +3.8% | 1.12% | +0.4% |
| Q1 2014 | $3,492,000 | +4.6% | 110,862 | +4.7% | 1.11% | +1.2% |
| Q4 2013 | $3,339,000 | +8.0% | 105,907 | +4.1% | 1.10% | -2.0% |
| Q3 2013 | $3,092,000 | +17.2% | 101,738 | +5.0% | 1.12% | +6.6% |
| Q2 2013 | $2,639,000 | – | 96,873 | – | 1.05% | – |
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% |