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 | $767,598 | -4.7% | 22,603 | +0.0% | 0.65% | -0.2% |
| Q2 2023 | $805,440 | -2.2% | 22,593 | -4.6% | 0.65% | -2.5% |
| Q1 2023 | $823,786 | +6.1% | 23,672 | -1.8% | 0.67% | +7.6% |
| Q4 2022 | $776,422 | +38.9% | 24,105 | +21.3% | 0.62% | +28.0% |
| Q3 2022 | $559,000 | -10.3% | 19,866 | +0.2% | 0.49% | -6.4% |
| Q2 2022 | $623,000 | -15.8% | 19,824 | -1.7% | 0.52% | -2.4% |
| Q1 2022 | $740,000 | -14.2% | 20,164 | -9.1% | 0.53% | -8.0% |
| Q4 2021 | $862,000 | -15.6% | 22,186 | -15.9% | 0.58% | -10.0% |
| Q3 2021 | $1,021,000 | -3.6% | 26,386 | -1.7% | 0.64% | +4.7% |
| Q2 2021 | $1,059,000 | +4.7% | 26,845 | -0.1% | 0.61% | -7.5% |
| Q1 2021 | $1,011,000 | +2.7% | 26,883 | -1.7% | 0.66% | -5.3% |
| Q4 2020 | $984,000 | +11.9% | 27,335 | -2.3% | 0.70% | +4.9% |
| Q3 2020 | $879,000 | +14.8% | 27,979 | +8.6% | 0.67% | +16.4% |
| Q2 2020 | $766,000 | +79.0% | 25,764 | +55.4% | 0.57% | +54.0% |
| Q1 2020 | $428,000 | -38.8% | 16,578 | -20.2% | 0.37% | -7.2% |
| Q4 2019 | $699,000 | +14.0% | 20,773 | +7.9% | 0.40% | +11.7% |
| Q3 2019 | $613,000 | +3.4% | 19,256 | +4.3% | 0.36% | +2.9% |
| Q2 2019 | $593,000 | +5.1% | 18,468 | +2.5% | 0.35% | -6.4% |
| Q1 2019 | $564,000 | +14.4% | 18,021 | +3.6% | 0.37% | +1.4% |
| Q4 2018 | $493,000 | +101.2% | 17,396 | +138.1% | 0.37% | +92.7% |
| Q3 2018 | $245,000 | – | 7,306 | – | 0.19% | – |
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% |