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 | $19,611,004 | -3.1% | 577,474 | +1.7% | 12.50% | -8.7% |
| Q2 2023 | $20,243,554 | +3.4% | 567,842 | +0.9% | 13.70% | -11.1% |
| Q1 2023 | $19,581,509 | +7.4% | 562,687 | -0.6% | 15.41% | -5.0% |
| Q4 2022 | $18,227,958 | +20.0% | 565,910 | +4.8% | 16.22% | +17.1% |
| Q3 2022 | $15,190,000 | +2617.4% | 539,981 | +2938.4% | 13.85% | +2174.4% |
| Q2 2022 | $559,000 | +139.9% | 17,772 | +180.5% | 0.61% | +149.6% |
| Q1 2022 | $233,000 | -5.3% | 6,336 | +0.0% | 0.24% | -2.0% |
| Q4 2021 | $246,000 | -34.6% | 6,334 | -34.8% | 0.25% | -29.9% |
| Q3 2021 | $376,000 | +313.2% | 9,722 | +320.1% | 0.36% | +332.9% |
| Q2 2021 | $91,000 | +4.6% | 2,314 | +0.6% | 0.08% | -2.4% |
| Q1 2021 | $87,000 | – | 2,300 | – | 0.08% | – |
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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% |