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 | $355,000 | +0.9% | 11,296 | +17.7% | 0.13% | +15.3% |
| Q1 2022 | $352,000 | -5.6% | 9,596 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $373,000 | -75.9% | 9,596 | -76.0% | 0.11% | -76.6% |
| Q3 2021 | $1,547,000 | -1.9% | 39,979 | 0.0% | 0.48% | -4.0% |
| Q2 2021 | $1,577,000 | +4.9% | 39,979 | 0.0% | 0.50% | -3.1% |
| Q1 2021 | $1,504,000 | +4.4% | 39,979 | 0.0% | 0.52% | -3.9% |
| Q4 2020 | $1,440,000 | +14.3% | 39,979 | -0.3% | 0.54% | -2.7% |
| Q3 2020 | $1,260,000 | -4.3% | 40,119 | -9.3% | 0.56% | -9.5% |
| Q2 2020 | $1,317,000 | +15.1% | 44,255 | 0.0% | 0.61% | -1.3% |
| Q1 2020 | $1,144,000 | – | 44,255 | – | 0.62% | – |
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% |