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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $804,000 | -93.2% | 20,591 | -93.2% | 0.36% | -94.2% |
| Q3 2021 | $11,789,000 | -44.2% | 304,236 | -43.9% | 6.24% | -36.0% |
| Q2 2021 | $21,136,000 | +961.6% | 541,953 | +954.2% | 9.75% | +876.4% |
| Q1 2021 | $1,991,000 | +225.3% | 51,407 | +211.1% | 1.00% | +170.7% |
| Q4 2020 | $612,000 | -94.2% | 16,523 | -95.0% | 0.37% | -96.0% |
| Q3 2019 | $10,541,000 | -22.5% | 330,839 | -25.2% | 9.32% | -27.1% |
| Q2 2019 | $13,603,000 | +6.1% | 442,523 | +8.1% | 12.77% | -7.4% |
| Q1 2019 | $12,818,000 | +31.9% | 409,391 | +19.4% | 13.79% | +2.1% |
| Q4 2018 | $9,718,000 | -14.2% | 342,796 | +1.5% | 13.51% | +23.4% |
| Q3 2018 | $11,320,000 | -49.2% | 337,615 | -49.9% | 10.95% | -49.6% |
| Q2 2018 | $22,278,000 | +0.0% | 674,064 | +2.0% | 21.75% | -10.0% |
| Q1 2018 | $22,268,000 | +2.3% | 660,578 | +3.4% | 24.16% | +15.0% |
| Q4 2017 | $21,770,000 | +15.3% | 638,975 | +13.3% | 21.00% | +25.3% |
| Q3 2017 | $18,873,000 | +6.6% | 563,878 | +1.2% | 16.76% | -3.3% |
| Q2 2017 | $17,709,000 | – | 557,233 | – | 17.34% | – |
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% |