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 | $479,239 | -3.7% | 14,112 | +1.1% | 0.05% | -6.0% |
| Q2 2023 | $497,600 | +2.5% | 13,958 | +0.0% | 0.05% | -5.7% |
| Q1 2023 | $485,682 | +13.3% | 13,956 | +4.8% | 0.05% | +3.9% |
| Q4 2022 | $428,770 | +19.8% | 13,312 | +4.5% | 0.05% | 0.0% |
| Q3 2022 | $358,000 | -6.8% | 12,739 | +4.4% | 0.05% | -22.7% |
| Q2 2022 | $384,000 | -13.3% | 12,201 | +1.2% | 0.07% | -7.0% |
| Q1 2022 | $443,000 | -2.0% | 12,061 | +3.8% | 0.07% | -1.4% |
| Q4 2021 | $452,000 | +3.7% | 11,616 | +3.1% | 0.07% | -16.3% |
| Q3 2021 | $436,000 | +5.1% | 11,268 | +7.2% | 0.09% | -10.4% |
| Q2 2021 | $415,000 | -7.6% | 10,508 | -12.0% | 0.10% | -27.3% |
| Q1 2021 | $449,000 | +15.4% | 11,941 | +10.6% | 0.13% | 0.0% |
| Q4 2020 | $389,000 | +2.4% | 10,793 | -10.9% | 0.13% | -15.4% |
| Q3 2020 | $380,000 | -15.2% | 12,111 | -19.5% | 0.16% | -26.8% |
| Q2 2020 | $448,000 | -5.7% | 15,044 | -18.2% | 0.21% | -28.3% |
| Q1 2020 | $475,000 | -6.9% | 18,384 | +21.1% | 0.30% | +1.0% |
| Q4 2019 | $510,000 | +17.0% | 15,177 | +10.9% | 0.29% | +3.2% |
| Q3 2019 | $436,000 | +1.4% | 13,685 | +2.0% | 0.28% | -10.7% |
| Q2 2019 | $430,000 | +17.2% | 13,411 | +14.5% | 0.32% | +9.6% |
| Q1 2019 | $367,000 | +35.9% | 11,709 | +23.1% | 0.29% | +16.4% |
| Q4 2018 | $270,000 | -13.7% | 9,515 | +3.5% | 0.25% | -4.9% |
| Q4 2017 | $313,000 | – | 9,195 | – | 0.26% | – |
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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% |