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 | $261,036 | -7.4% | 7,687 | -2.8% | 0.04% | +12.5% |
Q2 2023 | $281,870 | +3.5% | 7,907 | +1.0% | 0.04% | 0.0% |
Q1 2023 | $272,309 | +13.3% | 7,825 | +4.9% | 0.04% | +5.3% |
Q4 2022 | $240,317 | +13.4% | 7,461 | -0.8% | 0.04% | 0.0% |
Q3 2022 | $212,000 | -8.6% | 7,521 | +2.2% | 0.04% | -25.5% |
Q2 2022 | $232,000 | -11.1% | 7,361 | +3.6% | 0.05% | 0.0% |
Q1 2022 | $261,000 | -5.4% | 7,106 | +0.1% | 0.05% | -8.9% |
Q4 2021 | $276,000 | +58.6% | 7,098 | +58.3% | 0.06% | +36.6% |
Q3 2021 | $174,000 | -1.7% | 4,484 | 0.0% | 0.04% | -6.8% |
Q2 2021 | $177,000 | – | 4,484 | – | 0.04% | – |
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% |