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 | $8,037,248 | -3.2% | 236,668 | +1.6% | 1.80% | -2.3% |
| Q2 2023 | $8,300,571 | +5.9% | 232,835 | +3.3% | 1.84% | +0.4% |
| Q1 2023 | $7,841,664 | +9.3% | 225,335 | +1.1% | 1.84% | +2.7% |
| Q4 2022 | $7,177,586 | +17.2% | 222,837 | +2.4% | 1.79% | -6.0% |
| Q3 2022 | $6,124,000 | +1.4% | 217,705 | +13.4% | 1.90% | +2.7% |
| Q2 2022 | $6,037,000 | -21.3% | 191,949 | -2.7% | 1.85% | -11.9% |
| Q4 2021 | $7,667,000 | -2.0% | 197,250 | -2.4% | 2.10% | -9.2% |
| Q3 2021 | $7,822,000 | – | 202,109 | – | 2.32% | – |
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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% |