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 2021 | $2,565,000 | -31.6% | 66,291 | -30.3% | 0.11% | -30.4% |
| Q2 2021 | $3,750,000 | +4.9% | 95,065 | 0.0% | 0.16% | -2.4% |
| Q1 2021 | $3,576,000 | +4.5% | 95,065 | 0.0% | 0.16% | -3.5% |
| Q4 2020 | $3,423,000 | +14.7% | 95,065 | 0.0% | 0.17% | +1.8% |
| Q3 2020 | $2,985,000 | +5.6% | 95,065 | 0.0% | 0.17% | -3.4% |
| Q2 2020 | $2,828,000 | +15.1% | 95,065 | 0.0% | 0.17% | -4.4% |
| Q1 2020 | $2,456,000 | -23.2% | 95,065 | 0.0% | 0.18% | -2.2% |
| Q4 2019 | $3,197,000 | +5.5% | 95,065 | 0.0% | 0.19% | -2.1% |
| Q3 2019 | $3,029,000 | -0.7% | 95,065 | 0.0% | 0.19% | -12.4% |
| Q2 2019 | $3,051,000 | -5.2% | 95,065 | -7.6% | 0.22% | -3.1% |
| Q1 2019 | $3,220,000 | – | 102,848 | – | 0.22% | – |
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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% |