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 | $2,173,796 | -9.8% | 64,010 | -5.3% | 0.45% | -9.4% |
| Q2 2023 | $2,409,305 | +0.1% | 67,582 | -2.3% | 0.50% | -5.8% |
| Q1 2023 | $2,406,084 | +2.3% | 69,140 | -5.3% | 0.53% | -2.9% |
| Q4 2022 | $2,352,685 | +7.2% | 73,042 | -6.4% | 0.55% | -0.7% |
| Q3 2022 | $2,194,000 | -9.0% | 77,997 | +1.7% | 0.55% | -6.3% |
| Q2 2022 | $2,411,000 | +10.4% | 76,672 | +28.9% | 0.59% | +4.4% |
| Q1 2022 | $2,183,000 | -13.2% | 59,462 | -8.1% | 0.56% | -15.6% |
| Q4 2021 | $2,516,000 | +1.3% | 64,738 | +0.9% | 0.67% | -7.2% |
| Q3 2021 | $2,484,000 | -2.9% | 64,184 | -0.5% | 0.72% | -2.7% |
| Q2 2021 | $2,558,000 | +7.0% | 64,521 | +1.5% | 0.74% | -2.2% |
| Q1 2021 | $2,391,000 | +3.3% | 63,567 | -1.1% | 0.76% | -1.2% |
| Q4 2020 | $2,314,000 | – | 64,250 | – | 0.76% | – |
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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% |