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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $433,726 | -3.8% | 11,735 | -11.6% | 0.18% | -10.7% |
Q3 2023 | $450,853 | -4.7% | 13,276 | 0.0% | 0.20% | -3.0% |
Q2 2023 | $473,289 | +1.3% | 13,276 | -1.2% | 0.20% | -5.6% |
Q1 2023 | $467,399 | +8.0% | 13,431 | 0.0% | 0.22% | +2.4% |
Q4 2022 | $432,613 | -30.7% | 13,431 | -39.4% | 0.21% | -36.0% |
Q3 2022 | $624,000 | -10.6% | 22,179 | 0.0% | 0.33% | -7.1% |
Q2 2022 | $698,000 | -14.3% | 22,179 | 0.0% | 0.35% | -1.1% |
Q1 2022 | $814,000 | -7.1% | 22,179 | -1.6% | 0.36% | -4.3% |
Q4 2021 | $876,000 | +0.5% | 22,529 | 0.0% | 0.37% | -1.1% |
Q3 2021 | $872,000 | -2.1% | 22,529 | -0.2% | 0.38% | +0.5% |
Q2 2021 | $891,000 | +4.9% | 22,579 | 0.0% | 0.38% | -4.6% |
Q1 2021 | $849,000 | +4.7% | 22,579 | +0.2% | 0.39% | -6.2% |
Q4 2020 | $811,000 | -35.0% | 22,529 | -43.3% | 0.42% | -41.6% |
Q3 2020 | $1,248,000 | -57.8% | 39,744 | -60.0% | 0.72% | -62.8% |
Q2 2020 | $2,959,000 | -42.8% | 99,471 | -50.3% | 1.93% | -59.8% |
Q1 2020 | $5,177,000 | -24.9% | 200,340 | -2.3% | 4.80% | -11.7% |
Q4 2019 | $6,894,000 | – | 204,986 | – | 5.43% | – |
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% |