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 | $10,820,127 | -31.3% | 318,614 | -27.8% | 2.18% | -34.0% |
| Q2 2023 | $15,738,576 | +147.6% | 441,475 | +141.7% | 3.30% | +122.3% |
| Q1 2023 | $6,356,173 | +51.0% | 182,649 | +39.7% | 1.48% | +36.9% |
| Q4 2022 | $4,210,350 | +203.6% | 130,716 | +165.1% | 1.08% | +184.5% |
| Q3 2022 | $1,387,000 | -4.0% | 49,308 | +7.3% | 0.38% | -15.1% |
| Q2 2022 | $1,445,000 | +144400.0% | 45,960 | +270252.9% | 0.45% | – |
| Q1 2022 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 17 | -54.1% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 37 | -51.9% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | +100.0% | 77 | +108.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 37 | – | 0.00% | – |
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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% |