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 | $12,443,872 | -2.4% | 366,427 | +2.4% | 0.18% | -3.3% |
| Q2 2023 | $12,752,422 | +54.5% | 357,712 | +39.6% | 0.18% | +21.3% |
| Q1 2023 | $8,255,155 | 0.0% | 256,292 | 0.0% | 0.15% | 0.0% |
| Q4 2022 | $8,255,155 | +16.1% | 256,292 | +1.4% | 0.15% | +3.4% |
| Q3 2022 | $7,110,000 | -3.8% | 252,760 | +7.6% | 0.14% | -0.7% |
| Q2 2022 | $7,389,000 | -18.9% | 234,960 | -5.3% | 0.15% | -18.9% |
| Q1 2022 | $9,114,000 | +2.6% | 248,204 | +8.6% | 0.18% | +4.7% |
| Q4 2021 | $8,887,000 | +1.6% | 228,630 | +1.1% | 0.17% | -3.9% |
| Q3 2021 | $8,748,000 | -0.6% | 226,044 | +1.3% | 0.18% | -15.6% |
| Q2 2021 | $8,802,000 | +4.5% | 223,112 | -0.3% | 0.21% | -48.9% |
| Q1 2021 | $8,420,000 | +3.4% | 223,826 | -1.0% | 0.42% | -2.8% |
| Q4 2020 | $8,143,000 | +1436.4% | 226,137 | +1238.9% | 0.43% | +941.5% |
| Q3 2020 | $530,000 | +11.3% | 16,890 | +5.5% | 0.04% | -8.9% |
| Q2 2020 | $476,000 | -20.7% | 16,011 | -31.1% | 0.04% | -22.4% |
| Q1 2020 | $600,000 | +5.4% | 23,222 | +37.3% | 0.06% | +5.5% |
| Q4 2019 | $569,000 | -5.3% | 16,910 | -10.4% | 0.06% | -15.4% |
| Q3 2019 | $601,000 | -5.8% | 18,874 | -5.0% | 0.06% | -5.8% |
| Q2 2019 | $638,000 | +11.5% | 19,866 | +8.7% | 0.07% | -4.2% |
| Q1 2019 | $572,000 | +26.5% | 18,279 | +14.7% | 0.07% | +4.3% |
| Q4 2018 | $452,000 | +11.1% | 15,931 | +31.2% | 0.07% | +11.3% |
| Q3 2018 | $407,000 | +8.0% | 12,141 | +6.4% | 0.06% | +1.6% |
| Q2 2018 | $377,000 | -8.3% | 11,407 | -6.5% | 0.06% | -23.8% |
| Q1 2018 | $411,000 | -4.6% | 12,203 | -3.6% | 0.08% | -11.1% |
| Q4 2017 | $431,000 | -5.5% | 12,664 | -7.1% | 0.09% | -16.7% |
| Q3 2017 | $456,000 | +19.1% | 13,632 | +13.2% | 0.11% | +20.0% |
| Q2 2017 | $383,000 | -37.8% | 12,038 | -41.6% | 0.09% | -49.7% |
| Q1 2017 | $616,000 | +47.7% | 20,616 | +36.8% | 0.18% | +33.6% |
| Q4 2016 | $417,000 | +19.5% | 15,072 | +24.3% | 0.13% | +13.6% |
| Q3 2016 | $349,000 | +19.1% | 12,129 | +12.3% | 0.12% | +18.0% |
| Q2 2016 | $293,000 | -9.0% | 10,797 | -9.1% | 0.10% | -6.5% |
| Q1 2016 | $322,000 | -4.5% | 11,881 | -2.9% | 0.11% | -5.3% |
| Q4 2015 | $337,000 | +4.0% | 12,242 | +3.3% | 0.11% | -0.9% |
| Q3 2015 | $324,000 | -17.8% | 11,853 | -8.3% | 0.11% | -11.6% |
| Q2 2015 | $394,000 | -3.4% | 12,922 | -4.2% | 0.13% | -16.2% |
| Q1 2015 | $408,000 | +6.2% | 13,494 | +1.7% | 0.15% | +3.4% |
| Q4 2014 | $384,000 | +2.9% | 13,269 | +10.4% | 0.15% | -3.2% |
| Q3 2014 | $373,000 | +18.4% | 12,024 | +25.7% | 0.15% | +12.4% |
| Q2 2014 | $315,000 | +44.5% | 9,562 | +33.2% | 0.14% | +18.1% |
| Q3 2013 | $218,000 | – | 7,179 | – | 0.12% | – |
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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% |