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 | $9,292,874 | +1.1% | 273,642 | +6.1% | 0.65% | +8.6% |
| Q2 2023 | $9,194,705 | +3305.5% | 257,916 | +3224.1% | 0.60% | +3913.3% |
| Q1 2023 | $269,999 | +10.0% | 7,759 | +1.8% | 0.02% | -6.2% |
| Q4 2022 | $245,394 | +14.1% | 7,619 | -0.3% | 0.02% | 0.0% |
| Q3 2022 | $215,000 | -68.3% | 7,641 | -64.6% | 0.02% | -66.7% |
| Q2 2022 | $679,000 | -14.4% | 21,601 | -0.0% | 0.05% | -2.0% |
| Q1 2022 | $793,000 | -15.6% | 21,603 | -10.7% | 0.05% | -16.9% |
| Q4 2021 | $940,000 | – | 24,181 | – | 0.06% | – |
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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% |