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 | $6,981,610 | +14.2% | 205,583 | +19.9% | 4.60% | +18.3% |
| Q2 2023 | $6,114,626 | +6.6% | 171,517 | +4.0% | 3.89% | +3.1% |
| Q1 2023 | $5,737,654 | +7.1% | 164,875 | -0.9% | 3.77% | +2.0% |
| Q4 2022 | $5,357,429 | +11.5% | 166,328 | -2.8% | 3.70% | +1.1% |
| Q3 2022 | $4,807,000 | -17.0% | 171,124 | -7.1% | 3.66% | -9.5% |
| Q2 2022 | $5,794,000 | -27.1% | 184,232 | -14.9% | 4.04% | -15.3% |
| Q1 2022 | $7,951,000 | -6.4% | 216,540 | -0.8% | 4.77% | -2.6% |
| Q4 2021 | $8,494,000 | +3.0% | 218,252 | +2.5% | 4.90% | -4.9% |
| Q3 2021 | $8,244,000 | +0.7% | 213,015 | +2.7% | 5.15% | +0.2% |
| Q2 2021 | $8,185,000 | +4.3% | 207,481 | -0.6% | 5.14% | -2.0% |
| Q1 2021 | $7,847,000 | +16.4% | 208,741 | +11.5% | 5.24% | +7.1% |
| Q4 2020 | $6,740,000 | +14.9% | 187,156 | +0.2% | 4.89% | -3.6% |
| Q3 2020 | $5,866,000 | +10.8% | 186,810 | +5.0% | 5.08% | +6.1% |
| Q2 2020 | $5,293,000 | +19.1% | 177,906 | +3.4% | 4.78% | +1.9% |
| Q1 2020 | $4,445,000 | -23.4% | 172,009 | -0.3% | 4.70% | -5.4% |
| Q4 2019 | $5,802,000 | – | 172,525 | – | 4.97% | – |
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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% |