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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $29,000 | -3.3% | 757 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $30,000 | +7.1% | 756 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $28,000 | +27.3% | 756 | +0.1% | 0.02% | -5.6% |
| Q3 2020 | $22,000 | 0.0% | 755 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $22,000 | -100.0% | 755 | -78.7% | 0.02% | -84.2% |
| Q1 2020 | $119,480,000 | +291314.6% | 3,544 | +177.1% | 0.11% | +178.0% |
| Q3 2019 | $41,000 | -68.5% | 1,279 | -68.5% | 0.04% | -64.3% |
| Q2 2019 | $130,000 | +2.4% | 4,059 | 0.0% | 0.12% | -1.7% |
| Q1 2019 | $127,000 | +10.4% | 4,059 | -0.0% | 0.12% | +5.4% |
| Q4 2018 | $115,000 | -99.9% | 4,060 | -4.4% | 0.11% | -5.9% |
| Q3 2018 | $142,466,000 | +0.2% | 4,249 | -1.2% | 0.12% | -8.5% |
| Q2 2018 | $142,180,000 | +19.0% | 4,301 | +21.4% | 0.13% | +13.2% |
| Q1 2018 | $119,480,000 | – | 3,544 | – | 0.11% | – |
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% |