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 | $2,306,614 | -6.9% | 67,921 | -2.3% | 0.59% | -2.3% |
| Q2 2023 | $2,478,130 | -0.5% | 69,513 | -2.8% | 0.61% | -0.2% |
| Q1 2023 | $2,489,516 | +78.0% | 71,538 | +64.7% | 0.61% | +66.4% |
| Q4 2022 | $1,398,749 | -51.1% | 43,426 | -57.3% | 0.37% | -52.2% |
| Q3 2022 | $2,861,000 | -1.9% | 101,694 | +9.7% | 0.77% | -5.3% |
| Q2 2022 | $2,915,000 | 0.0% | 92,691 | +16.7% | 0.81% | +5.9% |
| Q1 2022 | $2,915,000 | +8.9% | 79,394 | +15.3% | 0.76% | +25.0% |
| Q4 2021 | $2,677,000 | +17.6% | 68,863 | +17.1% | 0.61% | 0.0% |
| Q3 2021 | $2,276,000 | +17.6% | 58,810 | +19.9% | 0.61% | +12.5% |
| Q2 2021 | $1,936,000 | +5.5% | 49,068 | +0.6% | 0.54% | -4.6% |
| Q1 2021 | $1,835,000 | – | 48,766 | – | 0.57% | – |
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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% |