SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,528 | +6.6% | 5,877 | +4.1% | 0.09% | -11.9% |
| Q1 2023 | $196,516 | +8.7% | 5,647 | +0.6% | 0.10% | -1.0% |
| Q4 2022 | $180,829 | +653.5% | 5,614 | +567.5% | 0.10% | +580.0% |
| Q3 2022 | $24,000 | -7.7% | 841 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -16.1% | 841 | +0.1% | 0.02% | -11.1% |
| Q1 2022 | $31,000 | -6.1% | 840 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $33,000 | +73.7% | 840 | +75.7% | 0.02% | +53.8% |
| Q2 2021 | $19,000 | +533.3% | 478 | +475.9% | 0.01% | +333.3% |
| Q1 2021 | $3,000 | 0.0% | 83 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $3,000 | – | 83 | – | 0.00% | – |
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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% |