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 2021 | $416,000 | +16.5% | 10,545 | +11.2% | 0.06% | +3.3% |
| Q1 2021 | $357,000 | +9.8% | 9,482 | +5.1% | 0.06% | -4.7% |
| Q4 2020 | $325,000 | +15.7% | 9,020 | +0.8% | 0.06% | -12.3% |
| Q3 2020 | $281,000 | +6.0% | 8,948 | +0.6% | 0.07% | -3.9% |
| Q2 2020 | $265,000 | -23.9% | 8,893 | -34.0% | 0.08% | -37.2% |
| Q1 2020 | $348,000 | -14.3% | 13,482 | +11.7% | 0.12% | +8.0% |
| Q4 2019 | $406,000 | +13.4% | 12,073 | +7.6% | 0.11% | +1.8% |
| Q3 2019 | $358,000 | +1.7% | 11,225 | +2.2% | 0.11% | -2.7% |
| Q2 2019 | $352,000 | +3.5% | 10,984 | +1.3% | 0.11% | -3.4% |
| Q1 2019 | $340,000 | +13.3% | 10,848 | +2.5% | 0.12% | +4.5% |
| Q4 2018 | $300,000 | -12.8% | 10,580 | +3.0% | 0.11% | -8.2% |
| Q3 2018 | $344,000 | – | 10,273 | – | 0.12% | – |
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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% |