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 | $1,261,291 | -7.2% | 37,141 | -2.6% | 0.02% | -8.0% |
| Q2 2023 | $1,359,249 | +8.8% | 38,128 | +6.2% | 0.02% | -10.7% |
| Q1 2023 | $1,249,525 | -5.2% | 35,906 | -12.2% | 0.03% | -15.2% |
| Q4 2022 | $1,317,547 | +49.2% | 40,905 | +30.3% | 0.03% | +32.0% |
| Q3 2022 | $883,000 | -14.4% | 31,397 | -4.3% | 0.02% | -13.8% |
| Q2 2022 | $1,032,000 | +348.7% | 32,805 | +424.0% | 0.03% | +383.3% |
| Q1 2022 | $230,000 | – | 6,261 | – | 0.01% | – |
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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% |