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 | $2,872,948 | -6.9% | 84,598 | -2.3% | 0.30% | -5.0% |
| Q2 2023 | $3,085,864 | +2.7% | 86,560 | +0.2% | 0.32% | 0.0% |
| Q1 2023 | $3,006,059 | -16.4% | 86,381 | -22.6% | 0.32% | -21.4% |
| Q4 2022 | $3,593,863 | +13.8% | 111,576 | -0.6% | 0.41% | +3.0% |
| Q3 2022 | $3,159,000 | -11.6% | 112,291 | -1.2% | 0.40% | -10.4% |
| Q2 2022 | $3,575,000 | -14.4% | 113,668 | 0.0% | 0.44% | -8.5% |
| Q1 2022 | $4,174,000 | -5.3% | 113,668 | +0.2% | 0.48% | -14.4% |
| Q4 2021 | $4,409,000 | +0.5% | 113,417 | 0.0% | 0.56% | -11.9% |
| Q3 2021 | $4,389,000 | -3.9% | 113,417 | -2.1% | 0.64% | -11.0% |
| Q2 2021 | $4,569,000 | +4.7% | 115,809 | -0.2% | 0.72% | -3.4% |
| Q1 2021 | $4,365,000 | +3.9% | 116,019 | -0.5% | 0.74% | -5.1% |
| Q4 2020 | $4,200,000 | +14.7% | 116,643 | 0.0% | 0.78% | -0.3% |
| Q3 2020 | $3,663,000 | +5.6% | 116,643 | 0.0% | 0.78% | -5.5% |
| Q2 2020 | $3,470,000 | +8.7% | 116,643 | -5.6% | 0.83% | -5.5% |
| Q1 2020 | $3,192,000 | -4.8% | 123,520 | +23.9% | 0.88% | +15.8% |
| Q4 2019 | $3,352,000 | +5.5% | 99,677 | 0.0% | 0.76% | -2.3% |
| Q3 2019 | $3,176,000 | -1.9% | 99,677 | -1.1% | 0.78% | -3.1% |
| Q2 2019 | $3,236,000 | +2.4% | 100,832 | -0.1% | 0.80% | -2.3% |
| Q1 2019 | $3,159,000 | +8.9% | 100,901 | -1.4% | 0.82% | +0.5% |
| Q4 2018 | $2,901,000 | – | 102,324 | – | 0.82% | – |
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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% |