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 | $2,796 | -11.1% | 82,354 | -6.7% | 0.38% | -8.0% |
| Q2 2023 | $3,146 | -2.1% | 88,263 | -4.5% | 0.41% | -6.6% |
| Q1 2023 | $3,215 | +4.6% | 92,403 | -3.2% | 0.44% | -2.9% |
| Q4 2022 | $3,075 | -99.9% | 95,474 | -4.8% | 0.45% | -1.7% |
| Q3 2022 | $2,821,000 | -11.8% | 100,273 | -1.4% | 0.46% | -7.4% |
| Q2 2022 | $3,199,000 | -14.6% | 101,711 | -0.4% | 0.50% | -6.4% |
| Q1 2022 | $3,748,000 | -1.7% | 102,082 | +4.1% | 0.53% | +0.4% |
| Q4 2021 | $3,813,000 | +4.6% | 98,084 | +4.1% | 0.53% | -2.4% |
| Q3 2021 | $3,646,000 | -2.6% | 94,206 | -0.8% | 0.54% | -2.9% |
| Q2 2021 | $3,745,000 | +0.6% | 94,935 | -4.1% | 0.56% | -5.9% |
| Q1 2021 | $3,723,000 | +0.4% | 98,962 | -3.9% | 0.60% | -8.9% |
| Q4 2020 | $3,709,000 | +9.4% | 102,993 | -4.6% | 0.65% | -8.3% |
| Q3 2020 | $3,390,000 | +3.4% | 107,974 | -2.0% | 0.71% | -1.7% |
| Q2 2020 | $3,279,000 | -38.4% | 110,224 | -46.5% | 0.72% | +8.1% |
| Q1 2020 | $5,320,000 | +73.5% | 205,900 | +125.9% | 0.67% | +1.7% |
| Q4 2019 | $3,066,000 | -14.2% | 91,159 | -18.7% | 0.66% | -20.2% |
| Q3 2019 | $3,573,000 | +1.0% | 112,145 | +1.7% | 0.83% | -6.2% |
| Q2 2019 | $3,537,000 | +4.1% | 110,232 | +1.5% | 0.88% | +0.9% |
| Q1 2019 | $3,399,000 | +13.4% | 108,563 | +2.7% | 0.87% | +3.4% |
| Q4 2018 | $2,997,000 | -7.8% | 105,725 | +9.1% | 0.84% | -0.8% |
| Q3 2018 | $3,251,000 | +6.3% | 96,947 | +4.8% | 0.85% | +8.4% |
| Q2 2018 | $3,059,000 | -1.3% | 92,542 | +0.6% | 0.78% | +6.1% |
| Q1 2018 | $3,100,000 | -2.9% | 91,947 | -1.9% | 0.74% | -17.5% |
| Q4 2017 | $3,192,000 | – | 93,685 | – | 0.90% | – |
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% |