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 | $1,377,219 | -12.4% | 40,554 | -8.0% | 0.46% | -10.6% |
| Q2 2023 | $1,571,671 | -8.3% | 44,086 | -10.4% | 0.52% | -14.0% |
| Q1 2023 | $1,713,168 | -3.9% | 49,229 | -11.0% | 0.60% | -5.0% |
| Q4 2022 | $1,782,598 | -5.6% | 55,343 | -17.3% | 0.63% | -14.2% |
| Q3 2022 | $1,888,000 | -13.4% | 66,943 | -3.4% | 0.74% | -16.8% |
| Q2 2022 | $2,180,000 | -58.5% | 69,328 | -50.5% | 0.89% | -48.0% |
| Q1 2022 | $5,247,000 | -5.6% | 140,093 | -2.9% | 1.71% | -12.5% |
| Q4 2021 | $5,561,000 | – | 144,273 | – | 1.95% | – |
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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% |