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 | $37,982,826 | -2.6% | 1,118,458 | +2.2% | 13.70% | -0.6% |
| Q2 2023 | $38,999,622 | +4.2% | 1,093,959 | +1.7% | 13.78% | -0.8% |
| Q1 2023 | $37,427,161 | +10.7% | 1,075,493 | +2.5% | 13.89% | +3.6% |
| Q4 2022 | $33,800,751 | +16.4% | 1,049,387 | +1.7% | 13.41% | +9.7% |
| Q3 2022 | $29,040,000 | -8.4% | 1,032,344 | +2.4% | 12.22% | -4.3% |
| Q2 2022 | $31,714,000 | -13.5% | 1,008,388 | +1.0% | 12.77% | -0.8% |
| Q1 2022 | $36,650,000 | -2.1% | 998,092 | +3.6% | 12.88% | +0.8% |
| Q4 2021 | $37,437,000 | +3.6% | 963,137 | +3.2% | 12.77% | -0.7% |
| Q3 2021 | $36,131,000 | +6.6% | 933,609 | +3.7% | 12.86% | -12.5% |
| Q2 2021 | $33,880,000 | 0.0% | 900,577 | 0.0% | 14.70% | +13.2% |
| Q1 2021 | $33,880,000 | +8.0% | 900,577 | +3.4% | 12.98% | +0.6% |
| Q4 2020 | $31,373,000 | +16.8% | 871,232 | +1.9% | 12.90% | +5.1% |
| Q3 2020 | $26,849,000 | +6.1% | 855,063 | +0.5% | 12.27% | +0.0% |
| Q2 2020 | $25,314,000 | +16.9% | 850,890 | +1.6% | 12.27% | +1.1% |
| Q1 2020 | $21,646,000 | -4.5% | 837,704 | +24.3% | 12.14% | -5.5% |
| Q4 2019 | $22,663,000 | +8.4% | 673,880 | +2.7% | 12.85% | +0.6% |
| Q3 2019 | $20,900,000 | +1.0% | 655,993 | +1.8% | 12.77% | -1.6% |
| Q2 2019 | $20,684,000 | +3.3% | 644,568 | +0.8% | 12.98% | -23.0% |
| Q1 2019 | $20,027,000 | +18.4% | 639,649 | +7.2% | 16.86% | +0.5% |
| Q4 2018 | $16,921,000 | – | 596,850 | – | 16.79% | – |
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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% |