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 | $12,398,309 | +29.0% | 365,086 | +35.4% | 8.12% | +34.4% |
| Q2 2023 | $9,613,138 | +9.7% | 269,653 | +7.1% | 6.04% | +4.2% |
| Q1 2023 | $8,761,121 | +7.6% | 251,756 | -0.4% | 5.80% | +28.1% |
| Q4 2022 | $8,143,008 | +15.4% | 252,810 | +0.8% | 4.52% | +5.0% |
| Q3 2022 | $7,054,000 | +1131.1% | 250,754 | +1275.5% | 4.31% | +1233.4% |
| Q2 2022 | $573,000 | -13.7% | 18,230 | +0.8% | 0.32% | -0.6% |
| Q1 2022 | $664,000 | -5.5% | 18,079 | 0.0% | 0.32% | -11.2% |
| Q4 2021 | $703,000 | +132.8% | 18,079 | +101.6% | 0.37% | +91.6% |
| Q4 2019 | $302,000 | +1.3% | 8,966 | -4.3% | 0.19% | -5.9% |
| Q3 2019 | $298,000 | -1.0% | 9,367 | 0.0% | 0.20% | -5.6% |
| Q2 2019 | $301,000 | -30.5% | 9,367 | -32.3% | 0.22% | -38.2% |
| Q1 2019 | $433,000 | -8.1% | 13,841 | -16.7% | 0.35% | -24.0% |
| Q4 2018 | $471,000 | – | 16,608 | – | 0.46% | – |
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% |