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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $32 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2022 | $121,000 | -6.2% | 3,306 | 0.0% | 0.00% | – |
| Q4 2021 | $129,000 | +0.8% | 3,306 | 0.0% | 0.00% | – |
| Q3 2021 | $128,000 | -21.0% | 3,306 | -19.7% | 0.00% | – |
| Q2 2021 | $162,000 | +20.0% | 4,117 | +14.7% | 0.00% | – |
| Q1 2021 | $135,000 | +13.4% | 3,588 | +8.5% | 0.00% | – |
| Q4 2020 | $119,000 | +120.4% | 3,306 | +59.1% | 0.00% | – |
| Q1 2020 | $54,000 | -27.0% | 2,078 | -10.5% | 0.00% | – |
| Q2 2019 | $74,000 | -59.8% | 2,322 | -60.6% | 0.00% | – |
| Q1 2019 | $184,000 | -9.4% | 5,900 | -17.9% | 0.00% | – |
| Q4 2018 | $203,000 | +651.9% | 7,188 | +796.3% | 0.00% | – |
| Q3 2018 | $27,000 | -54.2% | 802 | -54.8% | 0.00% | – |
| Q2 2018 | $59,000 | – | 1,773 | – | 0.00% | – |
Download | ||||||
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% |