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 | $63,878 | -6.0% | 1,881 | -1.3% | 0.01% | +10.0% |
| Q2 2023 | $67,948 | +2.4% | 1,906 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $66,328 | -46.4% | 1,906 | -50.4% | 0.01% | -52.4% |
| Q4 2022 | $123,750 | -99.9% | 3,842 | -43.8% | 0.02% | -40.0% |
| Q3 2022 | $192,409,000 | -23.0% | 6,840 | -13.9% | 0.04% | -16.7% |
| Q2 2022 | $249,933,000 | +87.1% | 7,947 | +118.5% | 0.04% | +100.0% |
| Q1 2022 | $133,551,000 | -12.0% | 3,637 | -6.8% | 0.02% | -8.7% |
| Q4 2021 | $151,709,000 | +14.3% | 3,903 | +13.8% | 0.02% | +9.5% |
| Q3 2021 | $132,702,000 | -14.7% | 3,429 | -13.0% | 0.02% | -19.2% |
| Q2 2021 | $155,511,000 | +21.3% | 3,942 | +15.6% | 0.03% | +4.0% |
| Q1 2021 | $128,246,000 | +5.6% | 3,409 | +1.0% | 0.02% | -3.8% |
| Q4 2020 | $121,497,000 | -75.7% | 3,374 | -78.8% | 0.03% | -78.0% |
| Q3 2020 | $499,731,000 | -17.8% | 15,915 | -22.2% | 0.12% | -17.5% |
| Q2 2020 | $608,298,000 | +11.5% | 20,447 | -3.2% | 0.14% | -11.7% |
| Q1 2020 | $545,689,000 | -72.6% | 21,118 | -64.3% | 0.16% | -67.3% |
| Q4 2019 | $1,988,508,000 | +8.3% | 59,129 | +2.6% | 0.50% | -10.1% |
| Q3 2019 | $1,836,282,000 | +46.0% | 57,636 | +47.1% | 0.55% | +33.7% |
| Q2 2019 | $1,257,639,000 | – | 39,191 | – | 0.41% | – |
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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% |