SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $20,000 | -94.7% | 518 | -96.4% | 0.00% | -98.2% |
| Q1 2020 | $374,000 | -23.2% | 14,470 | 0.0% | 0.11% | -13.8% |
| Q4 2019 | $487,000 | +5.6% | 14,470 | 0.0% | 0.13% | -1.5% |
| Q3 2019 | $461,000 | -0.6% | 14,470 | 0.0% | 0.13% | +1.5% |
| Q2 2019 | $464,000 | +15.7% | 14,470 | +13.1% | 0.13% | +10.2% |
| Q1 2019 | $401,000 | +10.5% | 12,792 | 0.0% | 0.12% | -0.8% |
| Q4 2018 | $363,000 | -15.4% | 12,792 | 0.0% | 0.12% | -6.3% |
| Q3 2018 | $429,000 | +1.4% | 12,792 | 0.0% | 0.13% | -3.1% |
| Q2 2018 | $423,000 | +4.4% | 12,792 | +6.5% | 0.13% | +1.6% |
| Q1 2018 | $405,000 | -1.0% | 12,007 | 0.0% | 0.13% | +5.7% |
| Q4 2017 | $409,000 | +12.4% | 12,007 | +10.4% | 0.12% | +8.9% |
| Q3 2017 | $364,000 | +5.2% | 10,880 | 0.0% | 0.11% | +6.7% |
| Q2 2017 | $346,000 | +6.5% | 10,880 | 0.0% | 0.10% | +8.2% |
| Q1 2017 | $325,000 | +8.0% | 10,880 | 0.0% | 0.10% | +7.8% |
| Q4 2016 | $301,000 | -3.8% | 10,880 | 0.0% | 0.09% | -9.1% |
| Q3 2016 | $313,000 | +6.1% | 10,880 | 0.0% | 0.10% | +1.0% |
| Q2 2016 | $295,000 | +13.5% | 10,880 | +13.5% | 0.10% | +12.6% |
| Q1 2016 | $260,000 | -1.5% | 9,590 | 0.0% | 0.09% | -1.1% |
| Q4 2015 | $264,000 | +20.5% | 9,590 | +19.7% | 0.09% | +18.9% |
| Q3 2015 | $219,000 | -10.2% | 8,015 | 0.0% | 0.07% | -7.5% |
| Q2 2015 | $244,000 | +0.8% | 8,015 | 0.0% | 0.08% | +8.1% |
| Q1 2015 | $242,000 | +4.3% | 8,015 | 0.0% | 0.07% | +4.2% |
| Q4 2014 | $232,000 | -99.9% | 8,015 | 0.0% | 0.07% | -4.1% |
| Q3 2014 | $248,625,000 | +94076.1% | 8,015 | 0.0% | 0.07% | -2.6% |
| Q2 2014 | $264,000 | – | 8,015 | – | 0.08% | – |
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% |