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 | $73,943,704 | -4.4% | 2,177,376 | +0.3% | 0.28% | +196.9% |
| Q2 2023 | $77,382,777 | +2.7% | 2,170,625 | +0.2% | 0.10% | -93.6% |
| Q1 2023 | $75,382,035 | +8.5% | 2,166,149 | +0.4% | 1.51% | +71.4% |
| Q4 2022 | $69,492,309 | +109.4% | 2,157,476 | +82.8% | 0.88% | +109.5% |
| Q3 2022 | $33,194,000 | +24.0% | 1,179,992 | +38.3% | 0.42% | +27.7% |
| Q2 2022 | $26,776,000 | +34.4% | 853,011 | +57.2% | 0.33% | +58.9% |
| Q1 2022 | $19,925,000 | +49.1% | 542,609 | +58.1% | 0.21% | +60.5% |
| Q4 2021 | $13,360,000 | +571.7% | 343,284 | +567.9% | 0.13% | +377.8% |
| Q3 2021 | $1,989,000 | +126.8% | 51,401 | +131.1% | 0.03% | +125.0% |
| Q2 2021 | $877,000 | – | 22,245 | – | 0.01% | – |
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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% |