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 | $1,333 | -7.2% | 39,256 | -2.6% | 0.81% | -5.4% |
| Q2 2023 | $1,437 | +2.7% | 40,295 | +0.2% | 0.85% | -4.6% |
| Q1 2023 | $1,399 | +7.5% | 40,201 | -0.5% | 0.90% | +5.2% |
| Q4 2022 | $1,302 | -99.9% | 40,411 | -3.1% | 0.85% | +8.7% |
| Q3 2022 | $1,173,000 | -11.8% | 41,697 | -1.4% | 0.78% | -6.0% |
| Q2 2022 | $1,330,000 | -15.1% | 42,277 | -0.9% | 0.83% | +1.3% |
| Q1 2022 | $1,567,000 | -8.8% | 42,671 | -3.4% | 0.82% | -2.8% |
| Q4 2021 | $1,718,000 | +0.5% | 44,195 | +0.0% | 0.85% | -6.5% |
| Q3 2021 | $1,710,000 | -3.9% | 44,179 | -2.1% | 0.90% | -2.8% |
| Q2 2021 | $1,780,000 | +5.1% | 45,108 | +0.2% | 0.93% | -1.4% |
| Q1 2021 | $1,693,000 | +4.0% | 45,002 | -0.4% | 0.94% | -2.1% |
| Q4 2020 | $1,628,000 | +15.0% | 45,202 | +0.2% | 0.96% | +2.1% |
| Q3 2020 | $1,416,000 | +5.8% | 45,108 | +0.2% | 0.94% | -1.6% |
| Q2 2020 | $1,339,000 | +13.8% | 45,008 | -1.2% | 0.96% | -6.0% |
| Q1 2020 | $1,177,000 | -47.5% | 45,554 | -31.7% | 1.02% | -27.0% |
| Q4 2019 | $2,242,000 | +5.2% | 66,680 | -0.3% | 1.40% | -1.8% |
| Q3 2019 | $2,131,000 | -5.7% | 66,901 | -5.1% | 1.42% | -4.3% |
| Q2 2019 | $2,261,000 | +1.4% | 70,462 | -1.1% | 1.49% | -4.4% |
| Q1 2019 | $2,230,000 | +11.7% | 71,232 | +1.2% | 1.56% | -2.8% |
| Q4 2018 | $1,996,000 | +0.6% | 70,418 | +19.0% | 1.60% | +22.0% |
| Q3 2018 | $1,985,000 | +22.8% | 59,195 | +21.1% | 1.31% | +17.5% |
| Q2 2018 | $1,616,000 | -55.4% | 48,884 | -54.5% | 1.12% | -57.0% |
| Q1 2018 | $3,622,000 | +6.4% | 107,454 | +7.6% | 2.60% | +7.3% |
| Q4 2017 | $3,403,000 | +22.6% | 99,895 | +20.5% | 2.42% | +17.4% |
| Q3 2017 | $2,775,000 | +9.3% | 82,910 | +3.8% | 2.06% | +7.9% |
| Q2 2017 | $2,538,000 | +20.1% | 79,870 | +12.9% | 1.91% | +22.0% |
| Q1 2017 | $2,114,000 | +755.9% | 70,775 | +694.2% | 1.57% | +741.9% |
| Q4 2016 | $247,000 | +23.5% | 8,912 | +20.9% | 0.19% | +1.6% |
| Q1 2016 | $200,000 | -3.8% | 7,369 | -2.3% | 0.18% | -11.6% |
| Q4 2015 | $208,000 | +3.0% | 7,539 | +2.3% | 0.21% | +5.1% |
| Q3 2015 | $202,000 | -5.6% | 7,366 | +5.1% | 0.20% | +9.4% |
| Q2 2015 | $214,000 | +6.5% | 7,009 | +15.1% | 0.18% | +46.3% |
| Q2 2014 | $201,000 | – | 6,089 | – | 0.12% | – |
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% |