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 | $962,175 | -4.1% | 28,333 | +0.6% | 0.26% | +1.2% |
Q2 2023 | $1,003,604 | +5.7% | 28,152 | +3.2% | 0.25% | -2.3% |
Q1 2023 | $949,330 | +0.5% | 27,280 | -7.0% | 0.26% | -7.5% |
Q4 2022 | $944,964 | -9.2% | 29,338 | -11.3% | 0.28% | -12.7% |
Q2 2022 | $1,041,000 | +153.3% | 33,089 | +195.8% | 0.32% | +192.7% |
Q1 2022 | $411,000 | -5.3% | 11,186 | +0.3% | 0.11% | +18.3% |
Q4 2021 | $434,000 | +100.9% | 11,156 | +64.7% | 0.09% | +4.5% |
Q3 2019 | $216,000 | – | 6,772 | – | 0.09% | – |
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% |