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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,023,874 | +0.2% | 295,167 | +5.2% | 6.58% | +1.2% |
| Q2 2023 | $10,007,194 | +2.5% | 280,707 | +0.0% | 6.50% | +7.4% |
| Q1 2023 | $9,766,707 | +13.6% | 280,653 | +5.2% | 6.05% | +7.0% |
| Q4 2022 | $8,595,596 | +11.9% | 266,861 | -2.3% | 5.66% | +3.5% |
| Q3 2022 | $7,680,000 | -0.8% | 273,021 | +11.0% | 5.47% | -7.8% |
| Q2 2022 | $7,739,000 | -9.6% | 246,067 | +5.5% | 5.93% | +0.1% |
| Q1 2022 | $8,561,000 | +9.5% | 233,153 | +15.9% | 5.93% | +12.2% |
| Q4 2021 | $7,817,000 | +22.5% | 201,115 | +22.0% | 5.28% | -5.6% |
| Q3 2021 | $6,382,000 | +13.9% | 164,912 | +16.1% | 5.60% | -2.7% |
| Q2 2021 | $5,605,000 | – | 142,082 | – | 5.75% | – |
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% |