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 | $16,111 | -54.8% | 472,474 | -53.3% | 0.04% | -53.1% |
| Q2 2023 | $35,672 | +130.2% | 1,012,540 | +126.5% | 0.08% | +113.2% |
| Q1 2023 | $15,493 | +17.0% | 447,002 | +9.8% | 0.04% | +11.8% |
| Q4 2022 | $13,246 | -99.8% | 407,188 | +74.5% | 0.03% | +88.9% |
| Q3 2022 | $6,600,000 | +1753.9% | 233,371 | +1962.1% | 0.02% | +1700.0% |
| Q2 2022 | $356,000 | -22.1% | 11,317 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $457,000 | -1.1% | 12,455 | +6.3% | 0.00% | 0.0% |
| Q4 2021 | $462,000 | -8.3% | 11,719 | -10.1% | 0.00% | 0.0% |
| Q3 2021 | $504,000 | +9.1% | 13,031 | +11.2% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | -80.5% | 11,719 | -81.4% | 0.00% | -80.0% |
| Q1 2021 | $2,365,000 | +4.8% | 62,871 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $2,257,000 | – | 62,671 | – | 0.01% | – |
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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% |