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 | $1,827 | -4.5% | 53,812 | +0.2% | 0.77% | +0.8% |
| Q2 2023 | $1,914 | -3.1% | 53,701 | -5.4% | 0.76% | -7.7% |
| Q1 2023 | $1,975 | +4.4% | 56,746 | -3.4% | 0.83% | -1.3% |
| Q4 2022 | $1,891 | -99.9% | 58,714 | -14.6% | 0.84% | -7.3% |
| Q3 2022 | $1,935,000 | -13.1% | 68,775 | +2.1% | 0.91% | +0.7% |
| Q2 2022 | $2,227,000 | -11.3% | 67,370 | -1.5% | 0.90% | -2.0% |
| Q1 2022 | $2,511,000 | -23.3% | 68,386 | -18.8% | 0.92% | -21.7% |
| Q4 2021 | $3,275,000 | +5.3% | 84,244 | +4.8% | 1.17% | +1.5% |
| Q3 2021 | $3,111,000 | -2.1% | 80,395 | -0.2% | 1.16% | -2.2% |
| Q2 2021 | $3,179,000 | +5.3% | 80,581 | +0.4% | 1.18% | +12.8% |
| Q1 2021 | $3,020,000 | +7.8% | 80,285 | +3.2% | 1.05% | -4.6% |
| Q4 2020 | $2,801,000 | +19.6% | 77,791 | +4.3% | 1.10% | +3.6% |
| Q3 2020 | $2,341,000 | – | 74,556 | – | 1.06% | – |
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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% |