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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $71 | +1.4% | 2 | 0.0% | 0.00% | – |
| Q1 2023 | $70 | +9.4% | 2 | 0.0% | 0.00% | – |
| Q4 2022 | $64 | -99.9% | 2 | -99.9% | 0.00% | -100.0% |
| Q3 2022 | $79,000 | -28.8% | 2,817 | -20.4% | 0.03% | -31.6% |
| Q2 2022 | $111,000 | -14.6% | 3,541 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $130,000 | -5.8% | 3,541 | 0.0% | 0.04% | -9.5% |
| Q4 2021 | $138,000 | +0.7% | 3,541 | -0.1% | 0.04% | -8.7% |
| Q3 2021 | $137,000 | -21.3% | 3,544 | -19.7% | 0.05% | -20.7% |
| Q2 2021 | $174,000 | -12.1% | 4,411 | -16.3% | 0.06% | -13.4% |
| Q1 2021 | $198,000 | -7.0% | 5,271 | -11.0% | 0.07% | -11.8% |
| Q4 2020 | $213,000 | +13.9% | 5,920 | -0.8% | 0.08% | 0.0% |
| Q3 2020 | $187,000 | -5.6% | 5,965 | -10.4% | 0.08% | -11.6% |
| Q2 2020 | $198,000 | -97.7% | 6,660 | -98.0% | 0.09% | -98.0% |
| Q1 2020 | $8,728,000 | -23.1% | 337,768 | +0.1% | 4.37% | -4.6% |
| Q4 2019 | $11,346,000 | – | 337,364 | – | 4.58% | – |
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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% |