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 | $13,929,375 | +40.1% | 410,170 | +47.1% | 0.25% | +44.7% |
| Q2 2023 | $9,942,367 | +105681.1% | 278,888 | +3.3% | 0.17% | -12.4% |
| Q1 2023 | $9,399 | +18.4% | 270,078 | +9.6% | 0.19% | -10.2% |
| Q4 2022 | $7,940 | -99.8% | 246,512 | +102.5% | 0.22% | +98.2% |
| Q3 2022 | $3,424,000 | +33.5% | 121,705 | +49.3% | 0.11% | +36.2% |
| Q2 2022 | $2,564,000 | +21.4% | 81,519 | +41.7% | 0.08% | +23.1% |
| Q1 2022 | $2,112,000 | -28.2% | 57,518 | -24.0% | 0.06% | -25.3% |
| Q4 2021 | $2,941,000 | +12.3% | 75,662 | +11.8% | 0.09% | +2.4% |
| Q3 2021 | $2,618,000 | -1.9% | 67,655 | +0.0% | 0.08% | -10.5% |
| Q2 2021 | $2,669,000 | +34.2% | 67,646 | +28.0% | 0.10% | +15.9% |
| Q1 2021 | $1,989,000 | +123.0% | 52,859 | +113.3% | 0.08% | +95.2% |
| Q4 2020 | $892,000 | -20.6% | 24,781 | -30.8% | 0.04% | -39.1% |
| Q3 2020 | $1,124,000 | – | 35,803 | – | 0.07% | – |
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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% |