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 | $389,891 | -15.2% | 11,481 | -10.9% | 0.12% | -7.7% |
Q2 2023 | $459,560 | -63.2% | 12,891 | -71.0% | 0.13% | -68.2% |
Q3 2022 | $1,248,000 | +32.5% | 44,399 | +48.2% | 0.41% | +39.6% |
Q2 2022 | $942,000 | -11.4% | 29,965 | +3.4% | 0.29% | +2.4% |
Q1 2022 | $1,063,000 | -2.7% | 28,966 | +2.9% | 0.29% | +54.6% |
Q4 2021 | $1,093,000 | +3.0% | 28,136 | +2.6% | 0.18% | -11.5% |
Q3 2021 | $1,061,000 | +67.1% | 27,429 | +70.1% | 0.21% | +58.3% |
Q2 2021 | $635,000 | +55.6% | 16,121 | +42.1% | 0.13% | +25.7% |
Q4 2020 | $408,000 | -38.3% | 11,341 | -46.2% | 0.10% | -45.6% |
Q3 2020 | $661,000 | +12.4% | 21,069 | +6.5% | 0.19% | +36.9% |
Q2 2020 | $588,000 | +67.0% | 19,783 | +44.9% | 0.14% | +17.5% |
Q1 2020 | $352,000 | +5.7% | 13,651 | +37.8% | 0.12% | +27.7% |
Q4 2019 | $333,000 | – | 9,904 | – | 0.09% | – |
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% |