SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410 | -17.7% | 12,075 | -13.6% | 0.10% | -12.8% |
| Q2 2023 | $498 | +0.2% | 13,983 | -2.0% | 0.12% | -6.4% |
| Q1 2023 | $497 | -9.0% | 14,269 | -15.8% | 0.12% | -13.8% |
| Q4 2022 | $546 | -99.9% | 16,945 | +7.3% | 0.14% | -20.3% |
| Q3 2022 | $444,000 | -60.9% | 15,790 | -56.2% | 0.18% | -58.4% |
| Q2 2022 | $1,135,000 | +79.9% | 36,077 | +110.0% | 0.44% | +109.6% |
| Q1 2022 | $631,000 | -4.5% | 17,183 | +1.0% | 0.21% | +4.0% |
| Q4 2021 | $661,000 | +1.2% | 17,007 | +0.9% | 0.20% | -7.4% |
| Q3 2021 | $653,000 | +7.4% | 16,861 | +9.4% | 0.22% | +9.6% |
| Q2 2021 | $608,000 | +5.9% | 15,415 | +1.0% | 0.20% | -19.2% |
| Q1 2021 | $574,000 | +11.2% | 15,265 | +6.5% | 0.24% | +2.9% |
| Q4 2020 | $516,000 | +28.7% | 14,328 | +12.1% | 0.24% | +15.0% |
| Q3 2020 | $401,000 | +9.3% | 12,787 | +3.7% | 0.21% | +1.0% |
| Q2 2020 | $367,000 | +17.6% | 12,331 | +2.1% | 0.20% | -1.9% |
| Q1 2020 | $312,000 | -20.2% | 12,081 | +4.0% | 0.21% | +3.5% |
| Q4 2019 | $391,000 | +35.8% | 11,621 | +28.8% | 0.20% | +24.7% |
| Q3 2019 | $288,000 | +2.9% | 9,024 | +3.3% | 0.16% | 0.0% |
| Q2 2019 | $280,000 | +17.2% | 8,733 | +14.3% | 0.16% | +12.5% |
| Q1 2019 | $239,000 | – | 7,642 | – | 0.14% | – |
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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% |