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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,850 | -90.4% | 5,746 | -92.4% | 0.02% | -92.0% |
| Q3 2022 | $2,139,000 | -21.5% | 76,039 | -12.2% | 0.24% | -17.1% |
| Q2 2022 | $2,724,000 | -18.7% | 86,610 | -5.1% | 0.29% | -3.0% |
| Q1 2022 | $3,350,000 | -1.4% | 91,223 | +4.4% | 0.30% | +10.0% |
| Q4 2021 | $3,396,000 | +5.8% | 87,371 | +5.4% | 0.27% | -2.9% |
| Q3 2021 | $3,209,000 | +5.0% | 82,915 | +7.0% | 0.28% | +6.5% |
| Q2 2021 | $3,057,000 | +6.2% | 77,501 | +5.9% | 0.26% | +4.4% |
| Q1 2021 | $2,879,000 | +21.4% | 73,209 | +11.2% | 0.25% | +10.2% |
| Q4 2020 | $2,371,000 | +20.8% | 65,846 | +5.4% | 0.23% | +6.1% |
| Q3 2020 | $1,963,000 | – | 62,500 | – | 0.21% | – |
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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% |