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 | $1,673,651 | +28.8% | 49,283 | +6.7% | 1.22% | +14.0% |
| Q3 2022 | $1,299,000 | -60.2% | 46,175 | -55.5% | 1.07% | -59.3% |
| Q2 2022 | $3,263,000 | -13.9% | 103,756 | +0.5% | 2.63% | -6.2% |
| Q1 2022 | $3,791,000 | +22.2% | 103,250 | +1538.6% | 2.81% | +22.7% |
| Q4 2021 | $3,103,000 | -45.2% | 6,301 | -96.4% | 2.29% | -70.8% |
| Q2 2019 | $5,660,000 | +6.1% | 176,389 | +3.5% | 7.84% | -1.7% |
| Q1 2019 | $5,335,000 | +140.2% | 170,385 | +117.5% | 7.97% | +135.6% |
| Q4 2018 | $2,221,000 | – | 78,340 | – | 3.38% | – |
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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% |