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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $472,949 | +106.5% | 14,683 | +80.6% | 0.01% | +80.0% |
| Q3 2022 | $229,000 | -50.2% | 8,131 | -44.4% | 0.01% | -44.4% |
| Q2 2022 | $460,000 | -12.5% | 14,635 | +2.1% | 0.01% | +12.5% |
| Q1 2022 | $526,000 | -5.7% | 14,341 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $558,000 | +84.8% | 14,366 | +84.1% | 0.01% | +60.0% |
| Q3 2021 | $302,000 | -11.4% | 7,803 | -28.2% | 0.01% | -16.7% |
| Q3 2020 | $341,000 | +17.2% | 10,865 | +11.0% | 0.01% | -50.0% |
| Q2 2020 | $291,000 | +15.0% | 9,785 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $253,000 | -23.1% | 9,785 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $329,000 | -4.6% | 9,785 | -9.6% | 0.01% | -8.3% |
| Q3 2019 | $345,000 | -21.6% | 10,819 | -21.0% | 0.01% | -14.3% |
| Q2 2019 | $440,000 | +29.8% | 13,697 | +26.6% | 0.01% | +27.3% |
| Q1 2019 | $339,000 | +10.4% | 10,819 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $307,000 | -15.4% | 10,819 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $363,000 | +1.4% | 10,819 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $358,000 | -1.9% | 10,819 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $365,000 | -58.8% | 10,819 | -58.4% | 0.01% | -58.6% |
| Q4 2017 | $886,000 | +2.8% | 26,003 | +0.9% | 0.03% | -6.5% |
| Q3 2017 | $862,000 | -13.7% | 25,766 | -18.0% | 0.03% | -18.4% |
| Q2 2017 | $999,000 | +23.9% | 31,423 | +16.5% | 0.04% | +15.2% |
| Q1 2017 | $806,000 | +9.2% | 26,974 | +1.2% | 0.03% | +6.5% |
| Q4 2016 | $738,000 | +41.1% | 26,651 | +46.6% | 0.03% | +40.9% |
| Q3 2016 | $523,000 | +10.6% | 18,177 | +4.3% | 0.02% | +10.0% |
| Q2 2016 | $473,000 | -59.6% | 17,434 | -59.7% | 0.02% | -60.0% |
| Q1 2016 | $1,172,000 | -58.0% | 43,249 | -57.2% | 0.05% | -58.7% |
| Q4 2015 | $2,788,000 | +8.1% | 101,156 | +7.3% | 0.12% | +8.0% |
| Q3 2015 | $2,579,000 | -8.7% | 94,231 | +1.6% | 0.11% | +2.8% |
| Q2 2015 | $2,826,000 | +0.7% | 92,758 | -0.1% | 0.11% | +2.8% |
| Q1 2015 | $2,805,000 | +4.1% | 92,820 | -0.4% | 0.11% | +3.9% |
| Q4 2014 | $2,695,000 | +8066.7% | 93,225 | +8548.0% | 0.10% | +10100.0% |
| Q3 2014 | $33,000 | -74.0% | 1,078 | -71.9% | 0.00% | -80.0% |
| Q2 2014 | $127,000 | +5.0% | 3,836 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $121,000 | +17.5% | 3,836 | +18.0% | 0.01% | +25.0% |
| Q4 2013 | $103,000 | +243.3% | 3,251 | +227.4% | 0.00% | +300.0% |
| Q3 2013 | $30,000 | +172.7% | 993 | +148.2% | 0.00% | – |
| Q2 2013 | $11,000 | – | 400 | – | 0.00% | – |
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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% |