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 | $2,569,150 | -5.2% | 75,652 | -0.5% | 0.43% | -2.5% |
| Q2 2023 | $2,710,003 | +4.2% | 76,017 | +1.7% | 0.44% | -5.2% |
| Q1 2023 | $2,600,786 | +11.0% | 74,735 | +2.8% | 0.46% | +2.7% |
| Q4 2022 | $2,342,618 | +20.8% | 72,730 | +5.4% | 0.45% | +10.0% |
| Q3 2022 | $1,940,000 | -11.6% | 68,979 | -1.1% | 0.41% | -12.2% |
| Q2 2022 | $2,194,000 | -13.9% | 69,763 | +0.5% | 0.47% | -2.9% |
| Q1 2022 | $2,549,000 | -7.5% | 69,404 | -2.1% | 0.48% | -9.8% |
| Q4 2021 | $2,755,000 | -1.6% | 70,872 | -2.0% | 0.53% | -7.2% |
| Q3 2021 | $2,799,000 | -1.9% | 72,337 | 0.0% | 0.57% | -10.7% |
| Q2 2021 | $2,854,000 | -8.2% | 72,337 | -12.5% | 0.64% | -15.4% |
| Q1 2021 | $3,109,000 | -1.1% | 82,630 | -5.4% | 0.76% | -4.3% |
| Q4 2020 | $3,145,000 | +15.8% | 87,349 | +1.0% | 0.79% | -18.9% |
| Q3 2020 | $2,716,000 | +3.4% | 86,489 | -2.0% | 0.98% | -3.6% |
| Q2 2020 | $2,626,000 | +16.2% | 88,238 | +0.9% | 1.02% | -3.1% |
| Q1 2020 | $2,260,000 | -24.5% | 87,440 | -1.7% | 1.05% | -3.6% |
| Q4 2019 | $2,993,000 | +7.3% | 88,988 | +1.6% | 1.09% | +0.2% |
| Q3 2019 | $2,790,000 | -7.3% | 87,561 | -6.6% | 1.08% | -9.1% |
| Q2 2019 | $3,010,000 | -1.6% | 93,794 | -3.9% | 1.19% | -6.4% |
| Q1 2019 | $3,058,000 | +9.9% | 97,638 | -0.5% | 1.27% | -8.5% |
| Q4 2018 | $2,782,000 | -36.8% | 98,115 | -25.3% | 1.39% | -28.4% |
| Q3 2018 | $4,405,000 | +7.4% | 131,361 | +5.8% | 1.94% | +2.6% |
| Q2 2018 | $4,103,000 | -2.1% | 124,131 | -0.1% | 1.89% | -5.4% |
| Q1 2018 | $4,191,000 | +2.0% | 124,306 | +3.0% | 2.00% | -3.0% |
| Q4 2017 | $4,110,000 | +3.8% | 120,630 | +2.0% | 2.06% | -1.4% |
| Q3 2017 | $3,958,000 | +7.1% | 118,239 | +1.7% | 2.09% | +2.3% |
| Q2 2017 | $3,694,000 | +6.1% | 116,211 | -0.2% | 2.04% | +1.7% |
| Q1 2017 | $3,480,000 | +4.8% | 116,476 | -2.9% | 2.01% | -0.5% |
| Q4 2016 | $3,320,000 | -9.4% | 119,941 | -5.8% | 2.02% | -15.1% |
| Q3 2016 | $3,665,000 | +4.9% | 127,277 | -1.3% | 2.38% | -2.3% |
| Q2 2016 | $3,495,000 | +0.1% | 128,899 | +0.1% | 2.44% | -6.7% |
| Q1 2016 | $3,490,000 | -2.0% | 128,727 | -0.4% | 2.61% | -10.2% |
| Q4 2015 | $3,562,000 | -1.2% | 129,224 | -1.9% | 2.91% | -0.8% |
| Q3 2015 | $3,607,000 | -17.5% | 131,751 | -8.1% | 2.93% | -10.3% |
| Q2 2015 | $4,370,000 | -1.2% | 143,413 | -2.0% | 3.27% | -2.9% |
| Q1 2015 | $4,423,000 | +30.6% | 146,296 | +24.9% | 3.37% | +28.9% |
| Q4 2014 | $3,386,000 | -1.8% | 117,103 | +5.4% | 2.62% | -5.1% |
| Q3 2014 | $3,449,000 | -2.7% | 111,155 | +3.4% | 2.76% | -0.7% |
| Q2 2014 | $3,544,000 | +13.2% | 107,452 | +8.2% | 2.78% | +3.8% |
| Q1 2014 | $3,130,000 | +39.7% | 99,350 | +39.8% | 2.67% | +37.8% |
| Q4 2013 | $2,241,000 | – | 71,045 | – | 1.94% | – |
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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% |