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 | $505,209 | -8.8% | 14,877 | -4.2% | 0.01% | 0.0% |
| Q2 2023 | $553,737 | +47.7% | 15,533 | +44.2% | 0.01% | +28.6% |
| Q1 2023 | $374,856 | +8.0% | 10,772 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $346,958 | +4.8% | 10,772 | -8.5% | 0.01% | 0.0% |
| Q3 2022 | $331,000 | +52.5% | 11,772 | +70.8% | 0.01% | +40.0% |
| Q2 2022 | $217,000 | -38.0% | 6,894 | -27.7% | 0.01% | -28.6% |
| Q1 2022 | $350,000 | +25.4% | 9,530 | +32.8% | 0.01% | +40.0% |
| Q4 2021 | $279,000 | +29.2% | 7,174 | +28.4% | 0.01% | 0.0% |
| Q3 2021 | $216,000 | -1.8% | 5,587 | +0.4% | 0.01% | -16.7% |
| Q2 2021 | $220,000 | -76.8% | 5,566 | -81.3% | 0.01% | -91.4% |
| Q3 2019 | $949,000 | – | 29,800 | – | 0.07% | – |
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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% |