Evanson Asset Management, LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,200,774
-4.7%
35,358
+0.1%
0.11%
-3.5%
Q2 2023$1,259,425
+2.7%
35,327
+0.2%
0.12%
-5.0%
Q1 2023$1,226,436
+8.0%
35,2420.0%0.12%
-0.8%
Q4 2022$1,135,158
+7.7%
35,242
-6.0%
0.12%
-1.6%
Q3 2022$1,054,000
-10.6%
37,4750.0%0.12%
-4.6%
Q2 2022$1,179,000
-11.2%
37,475
+3.7%
0.13%
+0.8%
Q1 2022$1,327,000
+2.2%
36,142
+8.2%
0.13%
+11.2%
Q4 2021$1,298,000
-37.6%
33,399
-36.2%
0.12%
-45.8%
Q3 2021$2,080,000
+0.7%
52,3650.0%0.21%
-0.5%
Q2 2021$2,066,000
+30.7%
52,365
+24.6%
0.22%
-8.1%
Q1 2021$1,581,000
+52.9%
42,032
+46.3%
0.23%
+41.8%
Q4 2020$1,034,000
+95.1%
28,727
+70.3%
0.16%
+71.9%
Q3 2020$530,000
+5.6%
16,8720.0%0.10%
-3.0%
Q2 2020$502,000
+37.9%
16,872
+19.8%
0.10%
+13.8%
Q1 2020$364,000–14,083–0.09%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders