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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,630,208 | -1.0% | 548,593 | +3.9% | 2.81% | -1.0% |
| Q2 2023 | $18,819,375 | -1.3% | 527,893 | -3.6% | 2.84% | -7.7% |
| Q1 2023 | $19,061,174 | +8.4% | 547,735 | +0.3% | 3.07% | -8.8% |
| Q4 2022 | $17,582,276 | +12.0% | 545,864 | -2.2% | 3.37% | +8.1% |
| Q3 2022 | $15,701,000 | -5.0% | 558,149 | +6.2% | 3.11% | -5.0% |
| Q2 2022 | $16,535,000 | -12.9% | 525,744 | +1.7% | 3.28% | +7.8% |
| Q1 2022 | $18,980,000 | -48.4% | 516,884 | -45.4% | 3.04% | -50.4% |
| Q4 2021 | $36,815,000 | +122616.7% | 947,143 | +123225.9% | 6.13% | +122460.0% |
| Q2 2021 | $30,000 | -3.2% | 768 | -6.1% | 0.01% | -16.7% |
| Q1 2021 | $31,000 | +244.4% | 818 | +179.2% | 0.01% | +100.0% |
| Q3 2020 | $9,000 | -73.5% | 293 | -73.4% | 0.00% | -84.2% |
| Q1 2019 | $34,000 | – | 1,100 | – | 0.02% | – |
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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% |