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 | $401,709 | -4.7% | 11,829 | 0.0% | 0.23% | +3.2% |
| Q2 2023 | $421,699 | +2.4% | 11,829 | 0.0% | 0.22% | -2.6% |
| Q1 2023 | $411,645 | +8.0% | 11,829 | 0.0% | 0.23% | +3.6% |
| Q4 2022 | $381,008 | +14.4% | 11,829 | 0.0% | 0.22% | +5.8% |
| Q3 2022 | $333,000 | -10.5% | 11,829 | 0.0% | 0.21% | -7.1% |
| Q2 2022 | $372,000 | -14.3% | 11,829 | 0.0% | 0.22% | +6.2% |
| Q1 2022 | $434,000 | -5.7% | 11,829 | 0.0% | 0.21% | +0.5% |
| Q4 2021 | $460,000 | +0.4% | 11,829 | 0.0% | 0.21% | -9.5% |
| Q3 2021 | $458,000 | -1.9% | 11,829 | 0.0% | 0.23% | -0.9% |
| Q2 2021 | $467,000 | +5.2% | 11,829 | +0.1% | 0.23% | -1.3% |
| Q1 2021 | $444,000 | +1.8% | 11,812 | -2.5% | 0.24% | -2.5% |
| Q4 2020 | $436,000 | +14.4% | 12,119 | 0.0% | 0.24% | +3.0% |
| Q3 2020 | $381,000 | +5.5% | 12,119 | 0.0% | 0.24% | -6.3% |
| Q2 2020 | $361,000 | +15.3% | 12,119 | 0.0% | 0.25% | +0.4% |
| Q1 2020 | $313,000 | -27.7% | 12,119 | -6.0% | 0.25% | -11.9% |
| Q4 2019 | $433,000 | +6.9% | 12,889 | +1.4% | 0.28% | -0.7% |
| Q3 2019 | $405,000 | +0.5% | 12,709 | +1.2% | 0.29% | +1.1% |
| Q2 2019 | $403,000 | +19.9% | 12,559 | +16.9% | 0.28% | +14.5% |
| Q1 2019 | $336,000 | – | 10,746 | – | 0.25% | – |
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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% |