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 | $798 | +81.0% | 23,507 | +90.0% | 0.01% | +100.0% |
Q2 2023 | $441 | -77.3% | 12,371 | -77.9% | 0.00% | -83.3% |
Q1 2023 | $1,946 | -39.3% | 55,937 | -43.8% | 0.02% | -46.7% |
Q4 2022 | $3,206 | -99.8% | 99,541 | +166.5% | 0.04% | +462.5% |
Q4 2021 | $1,451,000 | +113.7% | 37,351 | +112.8% | 0.01% | +100.0% |
Q3 2021 | $679,000 | +26.7% | 17,552 | +17.9% | 0.00% | -63.6% |
Q4 2020 | $536,000 | -31.2% | 14,891 | -38.7% | 0.01% | -77.6% |
Q2 2019 | $779,000 | +105.5% | 24,299 | +114.4% | 0.05% | -89.6% |
Q3 2017 | $379,000 | +16.3% | 11,334 | -3.8% | 0.47% | +13.0% |
Q4 2016 | $326,000 | – | 11,786 | – | 0.42% | – |
Download |
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% |