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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,173,000 | +3.4% | 86,400 | +9.4% | 1.04% | +15.2% |
| Q4 2021 | $3,070,000 | +9.3% | 78,980 | +8.8% | 0.90% | -15.0% |
| Q3 2021 | $2,809,000 | +22.8% | 72,592 | +25.2% | 1.06% | +8.8% |
| Q2 2021 | $2,287,000 | +10.8% | 57,968 | +5.6% | 0.98% | +2.6% |
| Q1 2021 | $2,065,000 | +43.8% | 54,893 | +37.7% | 0.95% | +5.2% |
| Q4 2020 | $1,436,000 | +43.9% | 39,876 | +25.5% | 0.90% | +16.2% |
| Q3 2020 | $998,000 | +252.7% | 31,775 | +234.2% | 0.78% | +168.9% |
| Q2 2020 | $283,000 | – | 9,509 | – | 0.29% | – |
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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% |