SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,085,665 | +190.3% | 33,706 | +255.2% | 0.08% | +207.7% |
| Q2 2021 | $374,000 | +5.4% | 9,489 | +0.5% | 0.03% | -7.1% |
| Q1 2021 | $355,000 | +23.7% | 9,445 | +18.7% | 0.03% | +7.7% |
| Q4 2020 | $287,000 | +18.6% | 7,959 | +3.4% | 0.03% | 0.0% |
| Q3 2020 | $242,000 | -12.6% | 7,696 | -17.4% | 0.03% | -25.7% |
| Q2 2020 | $277,000 | -28.1% | 9,318 | -37.4% | 0.04% | -42.6% |
| Q1 2020 | $385,000 | -97.7% | 14,884 | -97.0% | 0.06% | -97.4% |
| Q4 2019 | $16,892,000 | – | 502,285 | – | 2.33% | – |
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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% |