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 | $9,407 | +55.2% | 277 | +62.9% | 0.00% | – |
Q2 2023 | $6,061 | -86.2% | 170 | -87.9% | 0.00% | -100.0% |
Q2 2022 | $44,000 | -2.2% | 1,400 | +13.8% | 0.00% | 0.0% |
Q1 2022 | $45,000 | -15.1% | 1,230 | -11.3% | 0.00% | 0.0% |
Q4 2021 | $53,000 | +12.8% | 1,387 | +12.8% | 0.00% | 0.0% |
Q3 2021 | $47,000 | +95.8% | 1,230 | +105.0% | 0.00% | +50.0% |
Q2 2021 | $24,000 | +20.0% | 600 | +15.6% | 0.00% | +100.0% |
Q1 2021 | $20,000 | – | 519 | – | 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% |