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 | $377,058 | -4.7% | 11,103 | 0.0% | 0.09% | -3.4% |
| Q2 2023 | $395,822 | +2.4% | 11,103 | 0.0% | 0.09% | -2.2% |
| Q1 2023 | $386,385 | +27.5% | 11,103 | +18.0% | 0.09% | +15.2% |
| Q4 2022 | $303,096 | +9.0% | 9,410 | -4.7% | 0.08% | +5.3% |
| Q3 2022 | $278,000 | -10.6% | 9,876 | 0.0% | 0.08% | +2.7% |
| Q2 2022 | $311,000 | -12.4% | 9,876 | +2.1% | 0.07% | +1.4% |
| Q1 2022 | $355,000 | +1.4% | 9,676 | +7.5% | 0.07% | +1.4% |
| Q4 2021 | $350,000 | +3.2% | 9,001 | +2.9% | 0.07% | -4.1% |
| Q3 2021 | $339,000 | -5.0% | 8,751 | -3.3% | 0.07% | -8.6% |
| Q2 2021 | $357,000 | +5.0% | 9,051 | 0.0% | 0.08% | -2.4% |
| Q1 2021 | $340,000 | +4.3% | 9,051 | 0.0% | 0.08% | +1.2% |
| Q4 2020 | $326,000 | +16.0% | 9,051 | +1.1% | 0.08% | +3.8% |
| Q3 2020 | $281,000 | +5.6% | 8,955 | 0.0% | 0.08% | -6.0% |
| Q2 2020 | $266,000 | +15.2% | 8,955 | 0.0% | 0.08% | -31.1% |
| Q1 2020 | $231,000 | – | 8,955 | – | 0.12% | – |
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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% |