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 | $2,302,199 | -5.2% | 67,792 | -0.5% | 0.53% | -8.8% |
| Q2 2023 | $2,428,246 | +3.1% | 68,114 | +0.6% | 0.58% | +0.9% |
| Q1 2023 | $2,355,302 | +0.6% | 67,681 | -6.9% | 0.57% | -6.7% |
| Q4 2022 | $2,342,346 | +15.7% | 72,721 | +1.1% | 0.62% | -6.2% |
| Q3 2022 | $2,024,000 | -21.0% | 71,950 | -11.7% | 0.66% | -24.6% |
| Q2 2022 | $2,562,000 | -16.7% | 81,447 | -2.7% | 0.87% | -4.5% |
| Q1 2022 | $3,075,000 | -5.5% | 83,745 | +0.1% | 0.91% | -6.7% |
| Q4 2021 | $3,253,000 | +1.6% | 83,686 | +1.1% | 0.98% | -18.7% |
| Q3 2021 | $3,203,000 | -2.0% | 82,770 | -0.2% | 1.20% | -6.2% |
| Q2 2021 | $3,270,000 | +3.4% | 82,895 | -1.3% | 1.28% | -9.8% |
| Q1 2021 | $3,161,000 | +3.3% | 84,016 | -1.1% | 1.42% | -12.0% |
| Q4 2020 | $3,061,000 | -8.8% | 84,991 | -20.5% | 1.61% | -25.6% |
| Q3 2020 | $3,357,000 | -12.5% | 106,916 | -17.1% | 2.17% | -20.4% |
| Q2 2020 | $3,836,000 | -32.1% | 128,935 | -41.0% | 2.72% | -45.4% |
| Q1 2020 | $5,646,000 | -37.3% | 218,482 | -18.4% | 5.00% | -9.8% |
| Q4 2019 | $9,005,000 | +3.1% | 267,756 | -2.4% | 5.54% | -4.3% |
| Q3 2019 | $8,738,000 | -9.1% | 274,275 | -8.5% | 5.78% | -12.0% |
| Q2 2019 | $9,615,000 | +1.6% | 299,625 | -0.8% | 6.57% | -2.0% |
| Q1 2019 | $9,460,000 | -22.7% | 302,124 | -30.0% | 6.71% | -28.6% |
| Q4 2018 | $12,236,000 | – | 431,622 | – | 9.40% | – |
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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% |