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 | $523,799 | -4.0% | 15,424 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $545,623 | +2.4% | 15,305 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $532,614 | +3.3% | 15,305 | -4.4% | 0.01% | -11.1% |
| Q4 2022 | $515,489 | +19.6% | 16,004 | +4.4% | 0.01% | +12.5% |
| Q3 2022 | $431,000 | -10.6% | 15,331 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $482,000 | -19.1% | 15,331 | -5.6% | 0.01% | 0.0% |
| Q1 2022 | $596,000 | -5.5% | 16,232 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $631,000 | +0.5% | 16,232 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $628,000 | -1.9% | 16,232 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $640,000 | -9.7% | 16,232 | -13.9% | 0.01% | -18.2% |
| Q1 2021 | $709,000 | +4.6% | 18,858 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $678,000 | +7.4% | 18,833 | -6.3% | 0.01% | -8.3% |
| Q3 2020 | $631,000 | +11.3% | 20,099 | +5.5% | 0.01% | 0.0% |
| Q2 2020 | $567,000 | -18.2% | 19,058 | -28.9% | 0.01% | -33.3% |
| Q1 2020 | $693,000 | – | 26,800 | – | 0.02% | – |
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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% |