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 | $4,388,263 | -2.0% | 129,219 | +2.9% | 0.08% | +2.5% |
| Q2 2023 | $4,478,161 | +1402.7% | 125,615 | +1226.2% | 0.08% | +478.6% |
| Q2 2022 | $298,000 | -14.4% | 9,472 | +0.0% | 0.01% | -6.7% |
| Q1 2022 | $348,000 | +53.3% | 9,471 | +62.1% | 0.02% | +66.7% |
| Q4 2021 | $227,000 | -42.2% | 5,843 | -42.5% | 0.01% | -55.0% |
| Q3 2021 | $393,000 | +68.7% | 10,166 | +72.2% | 0.02% | +53.8% |
| Q2 2021 | $233,000 | – | 5,902 | – | 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% |