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 | $104,607 | -8.9% | 3,080 | -4.4% | 0.04% | -7.9% |
Q2 2023 | $114,839 | +2.5% | 3,221 | 0.0% | 0.04% | -7.3% |
Q1 2023 | $112,075 | +23.8% | 3,221 | +0.1% | 0.04% | -4.7% |
Q4 2022 | $90,560 | -0.5% | 3,219 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $91,000 | +1037.5% | 3,219 | +1119.3% | 0.04% | +975.0% |
Q2 2022 | $8,000 | +166.7% | 264 | +183.9% | 0.00% | +300.0% |
Q1 2022 | $3,000 | -25.0% | 93 | 0.0% | 0.00% | -50.0% |
Q4 2021 | $4,000 | -63.6% | 93 | -66.7% | 0.00% | -66.7% |
Q3 2021 | $11,000 | +10.0% | 279 | +9.0% | 0.01% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 256 | +12.8% | 0.01% | 0.0% |
Q1 2021 | $9,000 | -18.2% | 227 | -23.3% | 0.01% | -25.0% |
Q4 2020 | $11,000 | – | 296 | – | 0.01% | – |
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% |