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 | $3,568,468 | +79.9% | 96,549 | +65.3% | 0.49% | +85.0% |
Q3 2023 | $1,984,065 | +507.2% | 58,424 | +537.5% | 0.27% | +468.1% |
Q2 2023 | $326,730 | -1.3% | 9,165 | -3.7% | 0.05% | -9.6% |
Q1 2023 | $331,085 | +5.3% | 9,514 | -2.5% | 0.05% | -5.5% |
Q4 2022 | $314,337 | +7.6% | 9,759 | -5.9% | 0.06% | -24.7% |
Q3 2022 | $292,000 | -14.1% | 10,372 | -4.1% | 0.07% | -24.0% |
Q2 2022 | $340,000 | -14.1% | 10,817 | +0.3% | 0.10% | -3.0% |
Q1 2022 | $396,000 | +23.4% | 10,789 | +30.7% | 0.10% | +17.9% |
Q4 2021 | $321,000 | – | 8,253 | – | 0.08% | – |
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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% |