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 | $239,962 | -4.6% | 7,066 | +0.2% | 0.05% | +2.0% |
| Q2 2023 | $251,404 | -18.1% | 7,052 | -20.1% | 0.05% | -23.1% |
| Q1 2023 | $307,006 | +8.0% | 8,822 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $284,157 | +35.3% | 8,822 | +18.1% | 0.06% | +23.1% |
| Q3 2022 | $210,000 | -17.3% | 7,472 | -7.4% | 0.05% | -14.8% |
| Q2 2022 | $254,000 | -13.0% | 8,072 | +1.6% | 0.06% | 0.0% |
| Q1 2022 | $292,000 | -4.9% | 7,942 | +0.5% | 0.06% | -3.2% |
| Q4 2021 | $307,000 | +16.7% | 7,902 | +16.3% | 0.06% | +8.6% |
| Q3 2021 | $263,000 | -47.2% | 6,793 | -46.2% | 0.06% | -45.8% |
| Q2 2021 | $498,000 | +3.3% | 12,628 | -1.4% | 0.11% | -8.5% |
| Q1 2021 | $482,000 | +3.9% | 12,805 | -0.6% | 0.12% | -3.3% |
| Q4 2020 | $464,000 | +14.9% | 12,880 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $404,000 | -21.6% | 12,880 | -25.6% | 0.12% | -28.4% |
| Q2 2020 | $515,000 | +17.6% | 17,310 | +2.1% | 0.17% | +2.4% |
| Q1 2020 | $438,000 | -27.0% | 16,958 | -4.9% | 0.16% | -12.7% |
| Q4 2019 | $600,000 | +4.7% | 17,840 | -0.8% | 0.19% | -3.6% |
| Q3 2019 | $573,000 | +13.9% | 17,990 | +14.7% | 0.20% | +10.7% |
| Q2 2019 | $503,000 | +14.1% | 15,686 | +11.4% | 0.18% | +9.3% |
| Q1 2019 | $441,000 | +9.7% | 14,082 | -0.7% | 0.16% | 0.0% |
| Q4 2018 | $402,000 | – | 14,188 | – | 0.16% | – |
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% |