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 | $654,205 | -8.7% | 19,264 | -4.1% | 0.10% | +5.4% |
| Q2 2023 | $716,208 | +2.8% | 20,090 | +0.3% | 0.09% | +1.1% |
| Q1 2023 | $696,696 | +8.0% | 20,020 | 0.0% | 0.09% | +2.2% |
| Q4 2022 | $644,844 | +13.9% | 20,020 | -0.5% | 0.09% | -1.1% |
| Q3 2022 | $566,000 | -6.6% | 20,122 | +4.5% | 0.09% | -2.2% |
| Q2 2022 | $606,000 | -15.0% | 19,264 | -0.8% | 0.09% | -3.1% |
| Q1 2022 | $713,000 | -5.1% | 19,418 | +0.5% | 0.10% | -4.0% |
| Q4 2021 | $751,000 | -2.5% | 19,314 | 0.0% | 0.10% | -3.8% |
| Q3 2021 | $770,000 | +0.8% | 19,314 | -0.3% | 0.10% | -1.0% |
| Q2 2021 | $764,000 | +4.4% | 19,364 | -0.5% | 0.10% | -3.7% |
| Q1 2021 | $732,000 | +4.6% | 19,452 | 0.0% | 0.11% | -9.9% |
| Q4 2020 | $700,000 | – | 19,452 | – | 0.12% | – |
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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% |