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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $364,000 | +76.7% | 7,595 | +35.1% | 0.04% | +117.6% |
| Q1 2022 | $206,000 | -47.4% | 5,621 | -43.8% | 0.02% | -48.5% |
| Q4 2021 | $392,000 | +31.1% | 10,001 | +29.4% | 0.03% | 0.0% |
| Q3 2021 | $299,000 | +2.4% | 7,727 | +0.2% | 0.03% | -10.8% |
| Q1 2021 | $292,000 | +5.4% | 7,715 | +0.9% | 0.04% | -5.1% |
| Q4 2020 | $277,000 | +10.8% | 7,647 | -3.1% | 0.04% | +2.6% |
| Q3 2020 | $250,000 | +2.5% | 7,889 | -4.0% | 0.04% | -9.5% |
| Q2 2020 | $244,000 | -39.8% | 8,218 | -42.5% | 0.04% | -57.1% |
| Q4 2018 | $405,000 | -3.6% | 14,293 | +14.2% | 0.10% | +5.4% |
| Q3 2018 | $420,000 | +1.4% | 12,512 | 0.0% | 0.09% | -6.1% |
| Q2 2018 | $414,000 | +22.8% | 12,512 | +25.3% | 0.10% | -11.6% |
| Q1 2018 | $337,000 | – | 9,987 | – | 0.11% | – |
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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% |