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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |