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 | $1,392,190 | -18.8% | 40,995 | -14.8% | 0.08% | -14.1% |
| Q2 2023 | $1,714,729 | +40.3% | 48,099 | +37.0% | 0.10% | +35.6% |
| Q1 2023 | $1,221,902 | +7.6% | 35,112 | -0.4% | 0.07% | 0.0% |
| Q4 2022 | $1,135,632 | +4.8% | 35,257 | -8.5% | 0.07% | -1.4% |
| Q3 2022 | $1,084,000 | -10.0% | 38,521 | +0.6% | 0.07% | -5.1% |
| Q2 2022 | $1,205,000 | -11.6% | 38,308 | +3.2% | 0.08% | -2.5% |
| Q1 2022 | $1,363,000 | -7.0% | 37,132 | -1.5% | 0.08% | -7.0% |
| Q4 2021 | $1,465,000 | -7.0% | 37,693 | -7.4% | 0.09% | -17.3% |
| Q3 2021 | $1,575,000 | +16.1% | 40,687 | +18.3% | 0.10% | +4.0% |
| Q2 2021 | $1,357,000 | +2.1% | 34,391 | -2.6% | 0.10% | -17.4% |
| Q1 2021 | $1,329,000 | +3.1% | 35,317 | -1.3% | 0.12% | -14.2% |
| Q4 2020 | $1,289,000 | +16.9% | 35,783 | +1.9% | 0.14% | +1.4% |
| Q3 2020 | $1,103,000 | +7.0% | 35,111 | +1.4% | 0.14% | +14.9% |
| Q2 2020 | $1,031,000 | +64.4% | 34,640 | +42.7% | 0.12% | -1.6% |
| Q1 2020 | $627,000 | -10.9% | 24,271 | +15.9% | 0.12% | +29.5% |
| Q4 2019 | $704,000 | – | 20,941 | – | 0.10% | – |
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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% |