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 | $8,293,661 | -65.0% | 244,219 | -63.2% | 5.57% | -61.3% |
Q2 2023 | $23,670,958 | +79.8% | 663,982 | +75.5% | 14.38% | +57.4% |
Q1 2023 | $13,165,394 | +39.1% | 378,316 | +28.8% | 9.14% | +31.5% |
Q4 2022 | $9,464,119 | +65.5% | 293,825 | +44.6% | 6.95% | +51.9% |
Q3 2022 | $5,717,000 | -41.1% | 203,233 | -34.2% | 4.58% | -42.3% |
Q2 2022 | $9,714,000 | +7.2% | 308,867 | +25.1% | 7.93% | +17.1% |
Q1 2022 | $9,064,000 | -50.8% | 246,829 | -47.9% | 6.78% | -49.3% |
Q4 2021 | $18,418,000 | – | 473,829 | – | 13.37% | – |
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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% |