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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $369,319 | +2.5% | 11,466 | -10.5% | 0.07% | -9.2% |
| Q3 2022 | $360,423 | -14.8% | 12,813 | -4.7% | 0.08% | -16.5% |
| Q2 2022 | $423,000 | +12.5% | 13,444 | +31.4% | 0.09% | +24.7% |
| Q1 2022 | $376,000 | -5.5% | 10,235 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $398,000 | +0.5% | 10,235 | 0.0% | 0.08% | -35.3% |
| Q3 2021 | $396,000 | -94.5% | 10,235 | +4428.8% | 0.12% | +213.5% |
| Q3 2019 | $7,200,000 | +102757.1% | 226 | -4.2% | 0.04% | +1133.3% |
| Q2 2019 | $7,000 | -68.2% | 236 | -66.1% | 0.00% | -70.0% |
| Q1 2019 | $22,000 | -26.7% | 697 | -21.7% | 0.01% | -33.3% |
| Q1 2018 | $30,000 | +400.0% | 890 | +411.5% | 0.02% | +400.0% |
| Q4 2017 | $6,000 | – | 174 | – | 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% |