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 | $315,998 | +8.3% | 9,305 | +13.7% | 0.07% | +12.9% |
Q2 2023 | $291,653 | +17.6% | 8,181 | +14.8% | 0.06% | +14.8% |
Q1 2023 | $248,090 | +8.1% | 7,129 | 0.0% | 0.05% | +10.2% |
Q4 2022 | $229,600 | +14.2% | 7,129 | 0.0% | 0.05% | 0.0% |
Q3 2022 | $201,000 | -10.3% | 7,129 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $224,000 | -14.5% | 7,129 | 0.0% | 0.05% | -5.8% |
Q1 2022 | $262,000 | -5.4% | 7,129 | 0.0% | 0.05% | -7.1% |
Q4 2021 | $277,000 | +0.4% | 7,129 | 0.0% | 0.06% | -9.7% |
Q3 2021 | $276,000 | – | 7,129 | – | 0.06% | – |
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% |