SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,426 | +299.4% | 42 | +320.0% | 0.00% | – |
| Q2 2023 | $357 | -99.0% | 10 | -99.1% | 0.00% | – |
| Q4 2022 | $36,043 | -32.0% | 1,119 | -22.0% | 0.00% | – |
| Q1 2022 | $53,000 | +120.8% | 1,435 | +135.6% | 0.00% | – |
| Q4 2021 | $24,000 | -55.6% | 609 | -56.2% | 0.00% | – |
| Q3 2021 | $54,000 | -80.1% | 1,392 | -79.7% | 0.00% | -100.0% |
| Q2 2021 | $271,000 | +392.7% | 6,858 | +370.4% | 0.00% | – |
| Q1 2021 | $55,000 | -40.2% | 1,458 | -43.0% | 0.00% | -100.0% |
| Q4 2020 | $92,000 | +196.8% | 2,560 | +161.8% | 0.00% | – |
| Q3 2020 | $31,000 | +675.0% | 978 | +500.0% | 0.00% | – |
| Q4 2015 | $4,000 | – | 163 | – | 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% |