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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -42.0% | 6,887 | -32.3% | 0.04% | -31.2% |
| Q1 2022 | $374,000 | -24.0% | 10,175 | -19.6% | 0.06% | -20.0% |
| Q4 2021 | $492,000 | +1.4% | 12,649 | +0.9% | 0.08% | -14.0% |
| Q3 2021 | $485,000 | -0.8% | 12,540 | +1.1% | 0.09% | -16.2% |
| Q2 2021 | $489,000 | -11.1% | 12,408 | -15.1% | 0.11% | -16.5% |
| Q1 2021 | $550,000 | +6.8% | 14,610 | +8.0% | 0.13% | +9.0% |
| Q4 2020 | $515,000 | -13.3% | 13,526 | -28.6% | 0.12% | -27.4% |
| Q3 2020 | $594,000 | -25.6% | 18,933 | -29.4% | 0.17% | -27.6% |
| Q2 2020 | $798,000 | -14.8% | 26,830 | -26.0% | 0.23% | -26.8% |
| Q1 2020 | $937,000 | -22.6% | 36,243 | +0.7% | 0.32% | 0.0% |
| Q4 2019 | $1,210,000 | +9.4% | 35,991 | +3.7% | 0.32% | +1.3% |
| Q3 2019 | $1,106,000 | +18.5% | 34,703 | +14.4% | 0.31% | +16.4% |
| Q2 2019 | $933,000 | +5731.2% | 30,338 | +5790.9% | 0.27% | +3262.5% |
| Q3 2018 | $16,000 | – | 515 | – | 0.01% | – |
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% |