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 | $213,586 | +1.8% | 6,289 | +6.8% | 0.06% | +9.1% |
| Q2 2023 | $209,830 | +3.6% | 5,886 | +1.1% | 0.06% | -1.8% |
| Q1 2023 | $202,635 | -16.5% | 5,823 | -22.7% | 0.06% | -21.1% |
| Q4 2022 | $242,737 | +12.9% | 7,536 | +10.2% | 0.07% | +12.7% |
| Q2 2022 | $215,000 | -13.7% | 6,840 | +0.8% | 0.06% | -3.1% |
| Q1 2022 | $249,000 | -10.1% | 6,784 | -4.8% | 0.06% | -9.7% |
| Q4 2021 | $277,000 | -0.7% | 7,126 | +2.2% | 0.07% | -1.4% |
| Q3 2021 | $279,000 | -12.0% | 6,970 | -13.1% | 0.07% | -15.1% |
| Q2 2021 | $317,000 | +6.0% | 8,024 | +1.0% | 0.09% | 0.0% |
| Q1 2021 | $299,000 | +4.5% | 7,948 | +2.2% | 0.09% | +1.2% |
| Q4 2020 | $286,000 | +18.2% | 7,776 | +0.8% | 0.08% | -2.3% |
| Q3 2020 | $242,000 | +0.8% | 7,711 | -4.4% | 0.09% | -3.3% |
| Q2 2020 | $240,000 | +8.1% | 8,063 | -6.2% | 0.09% | -4.3% |
| Q1 2020 | $222,000 | -16.2% | 8,598 | +9.0% | 0.09% | +4.4% |
| Q4 2019 | $265,000 | -2.6% | 7,888 | -7.7% | 0.09% | -7.2% |
| Q3 2019 | $272,000 | +0.4% | 8,542 | +1.1% | 0.10% | +1.0% |
| Q2 2019 | $271,000 | +3.8% | 8,453 | +1.3% | 0.10% | +1.1% |
| Q1 2019 | $261,000 | +11.5% | 8,342 | +1.2% | 0.10% | +1.1% |
| Q4 2018 | $234,000 | – | 8,242 | – | 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% |