SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,846,590 | -9.5% | 142,715 | -5.0% | 0.17% | -5.1% |
| Q2 2023 | $5,354,593 | +1.4% | 150,199 | -1.0% | 0.18% | -3.3% |
| Q1 2023 | $5,280,331 | +4.3% | 151,734 | -3.5% | 0.18% | -4.7% |
| Q4 2022 | $5,062,338 | +15.9% | 157,167 | +1.2% | 0.19% | +2.7% |
| Q3 2022 | $4,367,000 | -10.5% | 155,259 | +0.1% | 0.19% | -8.8% |
| Q2 2022 | $4,878,000 | -6.9% | 155,089 | +1.9% | 0.20% | -2.4% |
| Q1 2022 | $5,240,000 | -10.8% | 152,152 | +0.7% | 0.21% | +2.9% |
| Q4 2021 | $5,873,000 | +17.7% | 151,093 | +17.2% | 0.20% | +4.1% |
| Q3 2021 | $4,989,000 | -0.4% | 128,916 | +1.5% | 0.20% | 0.0% |
| Q2 2021 | $5,009,000 | +5.1% | 126,968 | +0.2% | 0.20% | -4.9% |
| Q1 2021 | $4,767,000 | +21.7% | 126,703 | +16.4% | 0.21% | +11.4% |
| Q4 2020 | $3,918,000 | -6.7% | 108,809 | -18.6% | 0.18% | -18.9% |
| Q3 2020 | $4,200,000 | +4.5% | 133,745 | -1.0% | 0.23% | -6.6% |
| Q2 2020 | $4,019,000 | +8.7% | 135,081 | -5.6% | 0.24% | -10.9% |
| Q1 2020 | $3,696,000 | -24.2% | 143,037 | -1.3% | 0.27% | -4.9% |
| Q4 2019 | $4,873,000 | +3.7% | 144,891 | -1.7% | 0.29% | -3.0% |
| Q3 2019 | $4,697,000 | +0.8% | 147,430 | +1.5% | 0.30% | -1.0% |
| Q2 2019 | $4,661,000 | +3.2% | 145,250 | +0.6% | 0.30% | +2.7% |
| Q1 2019 | $4,518,000 | +12.8% | 144,313 | +2.2% | 0.29% | +6.2% |
| Q4 2018 | $4,004,000 | -26.3% | 141,225 | -12.9% | 0.28% | -16.7% |
| Q3 2018 | $5,436,000 | +2.2% | 162,113 | +0.7% | 0.33% | -22.5% |
| Q2 2018 | $5,321,000 | -1.8% | 160,999 | +0.2% | 0.43% | -2.3% |
| Q1 2018 | $5,419,000 | +14.3% | 160,753 | +15.6% | 0.44% | +16.3% |
| Q4 2017 | $4,739,000 | +2.7% | 139,088 | +0.9% | 0.38% | -3.6% |
| Q3 2017 | $4,613,000 | +13.0% | 137,834 | +7.3% | 0.39% | +8.7% |
| Q2 2017 | $4,082,000 | +9.2% | 128,461 | +2.7% | 0.36% | +12.6% |
| Q1 2017 | $3,737,000 | -2.7% | 125,112 | -9.8% | 0.32% | -7.8% |
| Q4 2016 | $3,841,000 | +41.3% | 138,764 | +46.9% | 0.34% | +35.8% |
| Q3 2016 | $2,719,000 | +13.4% | 94,438 | +6.8% | 0.25% | +2.0% |
| Q2 2016 | $2,398,000 | -0.5% | 88,456 | -0.5% | 0.25% | -14.7% |
| Q1 2016 | $2,410,000 | -3.9% | 88,882 | -2.3% | 0.29% | +17.7% |
| Q4 2015 | $2,508,000 | -56.0% | 91,011 | -56.3% | 0.25% | -69.3% |
| Q3 2015 | $5,706,000 | -8.9% | 208,470 | +1.4% | 0.81% | +31.8% |
| Q2 2015 | $6,262,000 | +16.9% | 205,512 | +16.0% | 0.61% | +16.7% |
| Q1 2015 | $5,357,000 | +2.1% | 177,195 | -2.4% | 0.53% | -1.9% |
| Q4 2014 | $5,248,000 | -6.8% | 181,545 | +0.1% | 0.54% | -12.6% |
| Q3 2014 | $5,628,000 | -4.9% | 181,432 | +1.1% | 0.61% | -3.0% |
| Q2 2014 | $5,919,000 | +60.4% | 179,472 | +53.2% | 0.63% | +51.6% |
| Q1 2014 | $3,691,000 | +36.9% | 117,187 | +37.1% | 0.42% | +30.3% |
| Q4 2013 | $2,696,000 | -32.8% | 85,505 | -35.3% | 0.32% | -40.3% |
| Q3 2013 | $4,013,000 | +8.5% | 132,055 | -2.7% | 0.54% | -5.5% |
| Q2 2013 | $3,697,000 | – | 135,730 | – | 0.57% | – |
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% |