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 | $8,763,669 | -6.3% | 258,059 | -1.6% | 3.09% | -4.1% |
| Q2 2023 | $9,352,869 | +2.5% | 262,353 | +0.0% | 3.22% | -2.9% |
| Q1 2023 | $9,127,851 | +13.1% | 262,295 | +4.7% | 3.32% | +6.0% |
| Q4 2022 | $8,069,493 | +20.2% | 250,528 | +5.0% | 3.13% | +18.0% |
| Q3 2022 | $6,713,000 | -9.8% | 238,658 | +0.8% | 2.65% | -6.7% |
| Q2 2022 | $7,446,000 | -6.3% | 236,768 | +9.4% | 2.84% | +3.5% |
| Q1 2022 | $7,949,000 | +9.9% | 216,467 | +16.3% | 2.75% | +14.4% |
| Q4 2021 | $7,232,000 | +4.1% | 186,053 | +3.6% | 2.40% | -1.3% |
| Q3 2021 | $6,948,000 | +0.9% | 179,540 | +3.1% | 2.43% | +0.7% |
| Q2 2021 | $6,883,000 | -1.7% | 174,119 | -6.4% | 2.42% | -8.6% |
| Q1 2021 | $7,001,000 | – | 186,099 | – | 2.64% | – |
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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% |