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 | $2,036,269 | -3.4% | 59,961 | -0.9% | 1.33% | -3.1% |
| Q2 2023 | $2,106,895 | +0.1% | 60,491 | 0.0% | 1.37% | +0.6% |
| Q1 2023 | $2,105,080 | +7.7% | 60,491 | -0.3% | 1.36% | +1.6% |
| Q4 2022 | $1,954,851 | +12.9% | 60,691 | -1.4% | 1.34% | +7.1% |
| Q3 2022 | $1,731,000 | -8.9% | 61,541 | +1.9% | 1.25% | -3.2% |
| Q2 2022 | $1,900,000 | -11.5% | 60,412 | +3.4% | 1.29% | +0.4% |
| Q1 2022 | $2,146,000 | -4.7% | 58,438 | +0.8% | 1.29% | -1.8% |
| Q4 2021 | $2,252,000 | +0.4% | 57,947 | 0.0% | 1.31% | -2.2% |
| Q3 2021 | $2,243,000 | -1.9% | 57,947 | 0.0% | 1.34% | +0.4% |
| Q2 2021 | $2,286,000 | +6.6% | 57,947 | +1.6% | 1.33% | +0.6% |
| Q1 2021 | $2,145,000 | +5.3% | 57,010 | +0.8% | 1.33% | -2.6% |
| Q4 2020 | $2,037,000 | +14.7% | 56,572 | 0.0% | 1.36% | +5.4% |
| Q3 2020 | $1,776,000 | +5.5% | 56,572 | 0.0% | 1.29% | +1.8% |
| Q2 2020 | $1,683,000 | +455.4% | 56,572 | +381.9% | 1.27% | +380.3% |
| Q1 2020 | $303,000 | -23.3% | 11,739 | 0.0% | 0.26% | -4.3% |
| Q4 2019 | $395,000 | +7.6% | 11,739 | +2.0% | 0.28% | +1.5% |
| Q3 2019 | $367,000 | -1.6% | 11,506 | -0.9% | 0.27% | -2.2% |
| Q2 2019 | $373,000 | +118.1% | 11,616 | +112.5% | 0.28% | +115.5% |
| Q1 2019 | $171,000 | +8.2% | 5,466 | -1.7% | 0.13% | -1.5% |
| Q4 2018 | $158,000 | -15.1% | 5,560 | 0.0% | 0.13% | -5.8% |
| Q3 2018 | $186,000 | +1.1% | 5,560 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $184,000 | -1.6% | 5,560 | 0.0% | 0.14% | -6.1% |
| Q1 2018 | $187,000 | -8.8% | 5,560 | -7.7% | 0.15% | -8.6% |
| Q4 2017 | $205,000 | +1.5% | 6,025 | 0.0% | 0.16% | -2.4% |
| Q3 2017 | $202,000 | +5.8% | 6,025 | 0.0% | 0.17% | -14.4% |
| Q2 2017 | $191,000 | +6.1% | 6,025 | 0.0% | 0.19% | +22.8% |
| Q1 2017 | $180,000 | +16.1% | 6,025 | +7.5% | 0.16% | +11.3% |
| Q4 2016 | $155,000 | -3.7% | 5,606 | 0.0% | 0.14% | -8.4% |
| Q3 2016 | $161,000 | +5.9% | 5,606 | 0.0% | 0.16% | +2.6% |
| Q2 2016 | $152,000 | +22.6% | 5,606 | +22.5% | 0.15% | +22.8% |
| Q1 2016 | $124,000 | – | 4,576 | – | 0.12% | – |
Download | ||||||
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% |