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 | $11,233,917 | +1.8% | 330,798 | +6.8% | 1.36% | +5.1% |
| Q2 2023 | $11,037,235 | +20.5% | 309,600 | +17.6% | 1.30% | +13.4% |
| Q1 2023 | $9,160,955 | +15.4% | 263,246 | +6.8% | 1.14% | +13.2% |
| Q4 2022 | $7,939,858 | +129.9% | 246,503 | +100.8% | 1.01% | +112.4% |
| Q3 2022 | $3,453,000 | -7.5% | 122,747 | +3.4% | 0.48% | -1.9% |
| Q2 2022 | $3,732,000 | -14.1% | 118,661 | +0.3% | 0.48% | -3.6% |
| Q1 2022 | $4,344,000 | +10.8% | 118,293 | +17.2% | 0.50% | +10.3% |
| Q4 2021 | $3,922,000 | +5.9% | 100,902 | +5.4% | 0.46% | -6.4% |
| Q3 2021 | $3,704,000 | +5.9% | 95,715 | +8.0% | 0.49% | 0.0% |
| Q2 2021 | $3,497,000 | +9.2% | 88,638 | +4.1% | 0.49% | -0.2% |
| Q1 2021 | $3,203,000 | +14.3% | 85,150 | +9.4% | 0.49% | +2.7% |
| Q4 2020 | $2,802,000 | +40.0% | 77,815 | +22.1% | 0.47% | +21.5% |
| Q3 2020 | $2,001,000 | +17.3% | 63,716 | +11.1% | 0.39% | +6.0% |
| Q2 2020 | $1,706,000 | +25.4% | 57,346 | +9.0% | 0.37% | +3.4% |
| Q1 2020 | $1,360,000 | -10.6% | 52,622 | +16.3% | 0.36% | +11.2% |
| Q4 2019 | $1,522,000 | +16.9% | 45,246 | +10.7% | 0.32% | +5.3% |
| Q3 2019 | $1,302,000 | +10.1% | 40,868 | +10.8% | 0.30% | +5.6% |
| Q2 2019 | $1,183,000 | +13.1% | 36,872 | +10.4% | 0.29% | +7.9% |
| Q1 2019 | $1,046,000 | +26.5% | 33,392 | +19.8% | 0.27% | +13.6% |
| Q4 2018 | $827,000 | -39.1% | 27,872 | -31.6% | 0.24% | +26.3% |
| Q3 2018 | $1,358,000 | +110.9% | 40,769 | +109.4% | 0.19% | +2.8% |
| Q2 2018 | $644,000 | +17.3% | 19,472 | +19.6% | 0.18% | +11.0% |
| Q1 2018 | $549,000 | +10.7% | 16,277 | +11.7% | 0.16% | +11.6% |
| Q4 2017 | $496,000 | +6.2% | 14,572 | +4.5% | 0.15% | -6.4% |
| Q3 2017 | $467,000 | +9.4% | 13,948 | +3.9% | 0.16% | +3.3% |
| Q2 2017 | $427,000 | +21.3% | 13,425 | +13.9% | 0.15% | +19.8% |
| Q1 2017 | $352,000 | +68.4% | 11,790 | +56.2% | 0.13% | +55.6% |
| Q4 2016 | $209,000 | -5.0% | 7,550 | -1.3% | 0.08% | -5.8% |
| Q3 2016 | $220,000 | – | 7,650 | – | 0.09% | – |
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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% |