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 | $56,645 | -4.7% | 1,668 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $59,464 | -8.7% | 1,668 | -10.8% | 0.01% | -14.3% |
Q1 2023 | $65,111 | +8.0% | 1,871 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $60,265 | +25.6% | 1,871 | +10.3% | 0.01% | +16.7% |
Q3 2022 | $48,000 | +54.8% | 1,697 | +72.5% | 0.01% | +50.0% |
Q2 2022 | $31,000 | -13.9% | 984 | +0.3% | 0.00% | 0.0% |
Q1 2022 | $36,000 | -5.3% | 981 | +0.1% | 0.00% | 0.0% |
Q4 2021 | $38,000 | 0.0% | 980 | +0.8% | 0.00% | -20.0% |
Q3 2021 | $38,000 | -48.6% | 972 | -49.9% | 0.01% | 0.0% |
Q2 2021 | $74,000 | +105.6% | 1,940 | +100.4% | 0.01% | 0.0% |
Q1 2021 | $36,000 | +500.0% | 968 | +384.0% | 0.01% | +400.0% |
Q2 2020 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -28.6% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $6,000 | – | 200 | – | 0.00% | – |
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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% |