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 | $299,154 | -12.2% | 8,809 | -7.8% | 0.20% | +1.0% |
| Q2 2023 | $340,778 | -1.7% | 9,559 | -4.0% | 0.19% | -8.5% |
| Q1 2023 | $346,573 | +8.0% | 9,959 | 0.0% | 0.21% | -7.0% |
| Q4 2022 | $320,779 | +58.0% | 9,959 | +37.8% | 0.23% | +34.9% |
| Q3 2022 | $203,000 | -8.1% | 7,227 | +2.9% | 0.17% | -2.9% |
| Q2 2022 | $221,000 | -14.3% | 7,021 | 0.0% | 0.17% | +3.0% |
| Q1 2022 | $258,000 | +18.3% | 7,021 | +25.5% | 0.17% | +22.5% |
| Q4 2021 | $218,000 | +1.4% | 5,596 | +0.8% | 0.14% | -5.5% |
| Q3 2021 | $215,000 | +3.4% | 5,551 | +5.1% | 0.15% | +9.8% |
| Q2 2021 | $208,000 | -1.0% | 5,281 | -5.5% | 0.13% | +3.1% |
| Q1 2021 | $210,000 | -21.6% | 5,588 | -33.0% | 0.13% | -38.6% |
| Q2 2019 | $268,000 | +3.9% | 8,344 | +1.2% | 0.21% | -0.9% |
| Q1 2019 | $258,000 | -6.9% | 8,249 | 0.0% | 0.21% | -4.1% |
| Q4 2018 | $277,000 | 0.0% | 8,249 | 0.0% | 0.22% | +0.5% |
| Q3 2018 | $277,000 | +1.5% | 8,249 | 0.0% | 0.22% | -9.5% |
| Q2 2018 | $273,000 | – | 8,249 | – | 0.24% | – |
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% |