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 | $3,008,279 | -3.7% | 88,583 | +1.1% | 3.34% | +1.4% |
| Q2 2023 | $3,123,011 | -7.6% | 87,602 | -8.9% | 3.29% | -11.7% |
| Q1 2023 | $3,378,509 | +30.9% | 96,199 | +20.0% | 3.72% | +26.7% |
| Q4 2022 | $2,581,825 | -5.6% | 80,156 | -7.8% | 2.94% | -6.7% |
| Q3 2022 | $2,735,000 | -12.3% | 86,967 | +2.4% | 3.15% | +3.5% |
| Q2 2022 | $3,118,000 | 0.0% | 84,923 | 0.0% | 3.04% | +17.8% |
| Q1 2022 | $3,118,000 | +13.9% | 84,923 | +21.3% | 2.58% | +18.0% |
| Q4 2021 | $2,738,000 | +7.4% | 69,991 | +8.3% | 2.19% | -16.5% |
| Q3 2021 | $2,549,000 | 0.0% | 64,602 | 0.0% | 2.62% | 0.0% |
| Q2 2021 | $2,549,000 | – | 64,602 | – | 2.62% | – |
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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% |