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 | $17,689,332 | -8.8% | 520,887 | -4.2% | 4.07% | -10.2% |
| Q2 2023 | $19,387,519 | +4.6% | 543,829 | +2.1% | 4.54% | -3.7% |
| Q1 2023 | $18,537,604 | +13.3% | 532,690 | +4.8% | 4.71% | +0.7% |
| Q4 2022 | $16,364,694 | +24.5% | 508,063 | +8.7% | 4.68% | +6.6% |
| Q3 2022 | $13,143,000 | -1.1% | 467,237 | +10.5% | 4.39% | +0.6% |
| Q2 2022 | $13,295,000 | -9.8% | 422,733 | +5.3% | 4.37% | +2.6% |
| Q1 2022 | $14,745,000 | +0.6% | 401,561 | +6.5% | 4.26% | +0.9% |
| Q4 2021 | $14,661,000 | – | 377,182 | – | 4.22% | – |
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% |