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 | $65,622,278 | +98958.5% | 1,932,340 | +4.0% | 3.17% | +2.0% |
| Q2 2023 | $66,246 | +0.9% | 1,858,246 | -1.5% | 3.10% | -6.8% |
| Q1 2023 | $65,671 | +9.3% | 1,887,093 | +1.1% | 3.33% | +1.0% |
| Q4 2022 | $60,101 | -99.9% | 1,865,911 | -6.7% | 3.30% | -9.8% |
| Q3 2022 | $56,282,000 | +24.3% | 2,000,781 | +39.0% | 3.66% | +30.3% |
| Q2 2022 | $45,262,000 | -4.8% | 1,439,161 | +11.2% | 2.81% | +17.6% |
| Q1 2022 | $47,527,000 | +29.7% | 1,294,319 | +37.3% | 2.39% | +27.3% |
| Q4 2021 | $36,644,000 | +11.1% | 942,734 | +10.6% | 1.88% | +1.9% |
| Q3 2021 | $32,975,000 | +0.9% | 852,068 | +2.8% | 1.84% | 0.0% |
| Q2 2021 | $32,695,000 | +6.1% | 828,778 | +1.2% | 1.84% | -3.4% |
| Q1 2021 | $30,813,000 | +28.9% | 819,053 | +23.4% | 1.90% | +15.8% |
| Q4 2020 | $23,906,000 | +25.8% | 663,872 | +9.7% | 1.64% | +6.8% |
| Q3 2020 | $19,004,000 | +6.4% | 605,216 | +0.8% | 1.54% | -1.8% |
| Q2 2020 | $17,862,000 | +7.3% | 600,406 | -6.8% | 1.57% | -11.7% |
| Q1 2020 | $16,647,000 | +81.9% | 644,244 | +136.7% | 1.78% | +99.6% |
| Q4 2019 | $9,152,000 | +12.3% | 272,141 | +6.4% | 0.89% | +4.3% |
| Q3 2019 | $8,152,000 | +5.4% | 255,862 | +6.2% | 0.85% | +2.9% |
| Q2 2019 | $7,733,000 | +13.5% | 240,994 | +10.7% | 0.83% | +4.5% |
| Q1 2019 | $6,815,000 | -30.2% | 217,653 | -36.8% | 0.79% | -29.3% |
| Q4 2018 | $9,766,000 | +72.6% | 344,469 | +104.1% | 1.12% | +89.2% |
| Q3 2018 | $5,658,000 | -22.0% | 168,742 | -23.1% | 0.59% | -25.7% |
| Q2 2018 | $7,254,000 | -19.1% | 219,480 | -17.5% | 0.80% | -24.5% |
| Q1 2018 | $8,971,000 | -0.1% | 266,132 | +1.0% | 1.06% | -0.9% |
| Q4 2017 | $8,979,000 | +1.1% | 263,533 | -0.7% | 1.07% | -6.4% |
| Q3 2017 | $8,881,000 | -13.8% | 265,339 | -18.1% | 1.14% | -11.1% |
| Q2 2017 | $10,297,000 | +10.4% | 323,996 | +3.8% | 1.28% | +4.1% |
| Q1 2017 | $9,326,000 | +32.2% | 312,217 | +22.5% | 1.23% | +14.3% |
| Q4 2016 | $7,053,000 | +43.1% | 254,802 | +48.9% | 1.08% | +34.0% |
| Q3 2016 | $4,928,000 | +20.3% | 171,162 | +13.3% | 0.80% | +13.7% |
| Q2 2016 | $4,095,000 | -10.3% | 151,049 | -10.3% | 0.71% | -17.4% |
| Q1 2016 | $4,563,000 | -15.1% | 168,308 | -13.7% | 0.86% | -24.6% |
| Q4 2015 | $5,376,000 | +14.7% | 195,059 | +13.9% | 1.14% | -1.3% |
| Q3 2015 | $4,685,000 | -17.6% | 171,189 | -8.3% | 1.15% | -12.5% |
| Q2 2015 | $5,687,000 | +11.8% | 186,630 | +10.9% | 1.31% | +10.6% |
| Q1 2015 | $5,087,000 | +41.3% | 168,277 | +35.2% | 1.19% | +26.5% |
| Q4 2014 | $3,599,000 | +46.7% | 124,478 | +57.4% | 0.94% | +37.7% |
| Q3 2014 | $2,454,000 | +22.6% | 79,097 | +30.3% | 0.68% | +20.9% |
| Q2 2014 | $2,002,000 | +76.1% | 60,717 | +68.2% | 0.56% | +62.5% |
| Q1 2014 | $1,137,000 | +101.2% | 36,108 | +101.4% | 0.35% | +106.5% |
| Q4 2013 | $565,000 | +25.0% | 17,926 | +20.4% | 0.17% | +14.3% |
| Q3 2013 | $452,000 | +103.6% | 14,885 | +82.2% | 0.15% | +96.0% |
| Q2 2013 | $222,000 | – | 8,168 | – | 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% |