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 | $470,661 | -4.8% | 13,859 | -0.1% | 0.24% | -1.2% |
| Q2 2023 | $494,582 | +2.4% | 13,873 | -0.0% | 0.24% | -3.2% |
| Q1 2023 | $482,879 | +8.2% | 13,876 | +0.2% | 0.25% | -1.6% |
| Q4 2022 | $446,264 | +15.6% | 13,855 | +0.8% | 0.25% | +5.0% |
| Q3 2022 | $386,000 | -8.1% | 13,739 | +6.1% | 0.24% | +0.8% |
| Q2 2022 | $420,000 | +1.7% | 12,953 | +8.7% | 0.24% | +7.1% |
| Q1 2022 | $413,000 | -9.0% | 11,915 | +0.1% | 0.22% | -5.9% |
| Q4 2021 | $454,000 | +4.4% | 11,900 | +10.6% | 0.24% | +6.2% |
| Q3 2021 | $435,000 | +3.3% | 10,759 | +2.4% | 0.22% | -2.6% |
| Q2 2021 | $421,000 | +38.5% | 10,502 | +33.2% | 0.23% | +31.4% |
| Q1 2021 | $304,000 | – | 7,882 | – | 0.18% | – |
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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% |