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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210 | +4.5% | 5,883 | +1.6% | 0.22% | +10.3% |
| Q1 2023 | $201 | -6.5% | 5,789 | -13.4% | 0.20% | -14.7% |
| Q4 2022 | $215 | -99.9% | 6,686 | -19.2% | 0.24% | -23.7% |
| Q1 2022 | $311,000 | -3.1% | 8,278 | +0.3% | 0.31% | -3.1% |
| Q4 2021 | $321,000 | +7.4% | 8,255 | +6.8% | 0.32% | +1.3% |
| Q3 2021 | $299,000 | +6.4% | 7,729 | +8.5% | 0.32% | +13.6% |
| Q2 2021 | $281,000 | +1.1% | 7,121 | -3.7% | 0.28% | -9.4% |
| Q1 2021 | $278,000 | +20.9% | 7,392 | +15.6% | 0.31% | +12.4% |
| Q4 2020 | $230,000 | – | 6,394 | – | 0.28% | – |
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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% |