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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $344,624 | +52.7% | 9,903 | +41.3% | 0.11% | +43.2% |
| Q4 2022 | $225,728 | +2.6% | 7,008 | 0.0% | 0.07% | -30.8% |
| Q2 2022 | $220,000 | -14.4% | 7,008 | 0.0% | 0.11% | -1.8% |
| Q1 2022 | $257,000 | -5.5% | 7,008 | 0.0% | 0.11% | -0.9% |
| Q4 2021 | $272,000 | +0.4% | 7,008 | 0.0% | 0.11% | -35.3% |
| Q3 2021 | $271,000 | 0.0% | 7,008 | +1.9% | 0.17% | +16.4% |
| Q2 2021 | $271,000 | +5.0% | 6,879 | 0.0% | 0.15% | -8.2% |
| Q1 2021 | $258,000 | +4.5% | 6,879 | 0.0% | 0.16% | -9.1% |
| Q4 2020 | $247,000 | – | 6,879 | – | 0.18% | – |
Download | ||||||
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% |