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 | $382,723 | +7.7% | 11,270 | +13.1% | 0.09% | +8.1% |
| Q2 2023 | $355,281 | +5.7% | 9,966 | +3.4% | 0.09% | +1.2% |
| Q1 2023 | $336,187 | +8.1% | 9,638 | -0.2% | 0.08% | -13.3% |
| Q4 2022 | $311,032 | +14.8% | 9,656 | +0.4% | 0.10% | +3.2% |
| Q3 2022 | $271,000 | -10.9% | 9,618 | -0.5% | 0.10% | -6.9% |
| Q2 2022 | $304,000 | -15.1% | 9,665 | -1.0% | 0.10% | -15.7% |
| Q1 2022 | $358,000 | -5.5% | 9,761 | +0.1% | 0.12% | +1.7% |
| Q4 2021 | $379,000 | +5.0% | 9,756 | +4.6% | 0.12% | -3.3% |
| Q3 2021 | $361,000 | -1.9% | 9,326 | 0.0% | 0.12% | -4.7% |
| Q2 2021 | $368,000 | -61.3% | 9,326 | -30.1% | 0.13% | -63.0% |
| Q1 2021 | $951,000 | +180.5% | 13,343 | +41.8% | 0.35% | +181.5% |
| Q4 2020 | $339,000 | +14.9% | 9,411 | 0.0% | 0.12% | +8.8% |
| Q3 2020 | $295,000 | +6.1% | 9,411 | +0.6% | 0.11% | -1.7% |
| Q2 2020 | $278,000 | -13.9% | 9,356 | -25.1% | 0.12% | -26.1% |
| Q1 2020 | $323,000 | – | 12,487 | – | 0.16% | – |
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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% |