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 2022 | $3,178,000 | -86.2% | 112,974 | -84.5% | 0.09% | -86.2% |
| Q2 2022 | $22,995,000 | -20.6% | 731,158 | -7.3% | 0.64% | -6.3% |
| Q1 2022 | $28,972,000 | -19.0% | 789,000 | -14.3% | 0.69% | -24.9% |
| Q4 2021 | $35,783,000 | +8.5% | 920,581 | +8.1% | 0.91% | -7.2% |
| Q3 2021 | $32,965,000 | +1.6% | 851,812 | +3.6% | 0.98% | -14.4% |
| Q2 2021 | $32,439,000 | +26.2% | 822,289 | +20.3% | 1.15% | -11.1% |
| Q1 2021 | $25,705,000 | +22.5% | 683,281 | +17.3% | 1.29% | -17.3% |
| Q4 2020 | $20,977,000 | +27.6% | 582,534 | +11.3% | 1.56% | +5.3% |
| Q3 2020 | $16,441,000 | +61.6% | 523,594 | +53.1% | 1.48% | -3.1% |
| Q2 2020 | $10,172,000 | +86.7% | 341,925 | +68.6% | 1.53% | -2.2% |
| Q1 2020 | $5,448,000 | -43.8% | 202,811 | -29.6% | 1.57% | -62.2% |
| Q4 2019 | $9,694,000 | +74.8% | 288,269 | +65.6% | 4.15% | +53.1% |
| Q3 2019 | $5,547,000 | -8.1% | 174,111 | -7.5% | 2.71% | -20.2% |
| Q2 2019 | $6,038,000 | -20.9% | 188,165 | -22.8% | 3.40% | -43.9% |
| Q1 2019 | $7,633,000 | +204.7% | 243,799 | +175.9% | 6.05% | +140.7% |
| Q4 2018 | $2,505,000 | – | 88,358 | – | 2.52% | – |
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% |