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 | $18,904,458 | -4.3% | 556,668 | +0.4% | 4.10% | -2.6% |
| Q2 2023 | $19,761,949 | -6.0% | 554,332 | -8.2% | 4.21% | -7.2% |
| Q1 2023 | $21,014,221 | +5.1% | 603,857 | -2.7% | 4.54% | -1.6% |
| Q4 2022 | $19,998,156 | +45.1% | 620,868 | +26.8% | 4.61% | +31.2% |
| Q3 2022 | $13,779,000 | +3.7% | 489,835 | +15.9% | 3.51% | +14.0% |
| Q2 2022 | $13,288,000 | -13.3% | 422,510 | +1.2% | 3.08% | -7.0% |
| Q1 2022 | $15,333,000 | -1.6% | 417,555 | +4.2% | 3.31% | +2.3% |
| Q4 2021 | $15,584,000 | +2.2% | 400,915 | +1.7% | 3.24% | -6.8% |
| Q3 2021 | $15,249,000 | +0.6% | 394,034 | +2.5% | 3.47% | -5.0% |
| Q2 2021 | $15,159,000 | +8.8% | 384,250 | +3.7% | 3.66% | -2.6% |
| Q1 2021 | $13,934,000 | +8.9% | 370,394 | +4.2% | 3.76% | +2.0% |
| Q4 2020 | $12,798,000 | – | 355,394 | – | 3.68% | – |
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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% |