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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $483,000 | -6.4% | 13,166 | -0.9% | 0.36% | -2.4% |
| Q4 2021 | $516,000 | -1.0% | 13,284 | -1.4% | 0.37% | -8.8% |
| Q3 2021 | $521,000 | -2.1% | 13,473 | -0.2% | 0.41% | +12.1% |
| Q2 2021 | $532,000 | -38.0% | 13,498 | -40.8% | 0.36% | -45.4% |
| Q1 2021 | $858,000 | +14.4% | 22,794 | +9.4% | 0.66% | -4.9% |
| Q4 2020 | $750,000 | +18.5% | 20,838 | +3.4% | 0.70% | -3.3% |
| Q3 2020 | $633,000 | +5.1% | 20,156 | -0.4% | 0.72% | -16.3% |
| Q2 2020 | $602,000 | -81.3% | 20,243 | -83.8% | 0.86% | -85.0% |
| Q1 2020 | $3,227,000 | -45.4% | 124,881 | -29.0% | 5.77% | +8.6% |
| Q4 2019 | $5,913,000 | – | 175,814 | – | 5.31% | – |
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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% |