SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $933 | -85.5% | 27,478 | -85.1% | 0.02% | -81.9% |
Q1 2023 | $6,416 | +96.0% | 184,373 | +81.4% | 0.10% | +19.3% |
Q4 2022 | $3,273 | -99.8% | 101,619 | +114.6% | 0.09% | +144.4% |
Q2 2022 | $1,489,000 | -52.7% | 47,346 | -44.8% | 0.04% | -57.6% |
Q1 2022 | $3,148,000 | -28.6% | 85,723 | -24.7% | 0.08% | -55.5% |
Q3 2021 | $4,407,000 | +152.1% | 113,874 | +157.0% | 0.19% | +253.7% |
Q2 2021 | $1,748,000 | +287.6% | 44,309 | +269.3% | 0.05% | +200.0% |
Q1 2021 | $451,000 | -94.2% | 11,999 | -95.4% | 0.02% | -95.1% |
Q2 2020 | $7,769,000 | -44.9% | 261,141 | -52.1% | 0.36% | -29.9% |
Q1 2020 | $14,101,000 | – | 545,686 | – | 0.52% | – |
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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% |