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 | $238,416 | +18.3% | 7,020 | +24.2% | 0.03% | +19.2% |
| Q2 2023 | $201,539 | +5.1% | 5,653 | +2.6% | 0.03% | 0.0% |
| Q1 2023 | $191,679 | +16.4% | 5,508 | +7.7% | 0.03% | 0.0% |
| Q4 2022 | $164,671 | +20.2% | 5,112 | +4.7% | 0.03% | +4.0% |
| Q3 2022 | $137,000 | +0.7% | 4,884 | +12.7% | 0.02% | 0.0% |
| Q2 2022 | $136,000 | +2620.0% | 4,335 | +2931.5% | 0.02% | +2400.0% |
| Q1 2022 | $5,000 | +400.0% | 143 | +472.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 25 | – | 0.00% | – |
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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% |