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 | $1,780,363 | -10.1% | 52,425 | -5.7% | 0.09% | -9.2% |
| Q2 2023 | $1,981,051 | +15.0% | 55,569 | +12.3% | 0.10% | +4.3% |
| Q1 2023 | $1,722,021 | +18.2% | 49,483 | +9.4% | 0.09% | +5.6% |
| Q4 2022 | $1,457,224 | -24.7% | 45,241 | -26.5% | 0.09% | -32.1% |
| Q3 2022 | $1,936,000 | 0.0% | 61,569 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $1,936,000 | -18.8% | 61,569 | +0.4% | 0.13% | -7.7% |
| Q4 2021 | $2,384,000 | -82.3% | 61,321 | -82.4% | 0.14% | -67.0% |
| Q3 2021 | $13,470,000 | +3.1% | 348,062 | +5.1% | 0.43% | +3.1% |
| Q2 2021 | $13,060,000 | +13.5% | 331,060 | +8.2% | 0.42% | +0.7% |
| Q1 2021 | $11,510,000 | – | 305,947 | – | 0.41% | – |
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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% |