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 | $708 | +69.8% | 20,841 | +78.0% | 0.17% | +73.2% |
| Q2 2023 | $417 | +2.0% | 11,711 | -0.3% | 0.10% | -3.0% |
| Q1 2023 | $409 | +21.7% | 11,741 | +12.7% | 0.10% | +13.6% |
| Q4 2022 | $336 | -99.8% | 10,417 | +47.2% | 0.09% | +46.7% |
| Q3 2022 | $199,000 | -11.6% | 7,076 | -1.2% | 0.06% | -9.1% |
| Q2 2022 | $225,000 | -1.3% | 7,160 | +15.2% | 0.07% | 0.0% |
| Q1 2022 | $228,000 | +2.7% | 6,214 | +8.8% | 0.07% | -8.3% |
| Q4 2021 | $222,000 | +5.7% | 5,714 | +5.4% | 0.07% | -43.8% |
| Q3 2021 | $210,000 | -3.7% | 5,420 | -2.1% | 0.13% | -14.7% |
| Q2 2021 | $218,000 | +65.2% | 5,536 | +57.6% | 0.15% | +50.0% |
| Q1 2021 | $132,000 | +7.3% | 3,513 | +2.6% | 0.10% | +5.3% |
| Q4 2020 | $123,000 | +23.0% | 3,424 | +8.0% | 0.10% | +14.5% |
| Q3 2020 | $100,000 | +14.9% | 3,170 | +7.9% | 0.08% | +13.7% |
| Q2 2020 | $87,000 | +67.3% | 2,938 | +44.9% | 0.07% | +35.2% |
| Q1 2020 | $52,000 | +116.7% | 2,027 | +183.5% | 0.05% | +10.2% |
| Q4 2019 | $24,000 | +9.1% | 715 | +2.0% | 0.05% | +2.1% |
| Q3 2019 | $22,000 | 0.0% | 701 | +0.6% | 0.05% | -9.4% |
| Q2 2019 | $22,000 | – | 697 | – | 0.05% | – |
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% |