SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,011 | -69.9% | 373,873 | -72.1% | 0.53% | -75.8% |
| Q4 2022 | $43,218 | -100.0% | 1,341,766 | -41.2% | 2.17% | -8.5% |
| Q4 2021 | $88,628,000 | +3348.6% | 2,280,122 | +2686.2% | 2.38% | +1144.5% |
| Q3 2020 | $2,570,000 | -94.7% | 81,837 | -95.0% | 0.19% | -95.1% |
| Q2 2020 | $48,951,000 | +1649.5% | 1,645,403 | +1773.7% | 3.87% | +1875.5% |
| Q3 2019 | $2,798,000 | -24.8% | 87,818 | -24.3% | 0.20% | -20.0% |
| Q2 2019 | $3,722,000 | +139.7% | 115,989 | +133.9% | 0.24% | +175.3% |
| Q1 2019 | $1,553,000 | -76.4% | 49,590 | -74.8% | 0.09% | -88.4% |
| Q3 2018 | $6,594,000 | -78.4% | 196,663 | -78.7% | 0.77% | -74.0% |
| Q2 2018 | $30,556,000 | +682.9% | 924,532 | +698.5% | 2.96% | +880.1% |
| Q1 2018 | $3,903,000 | -93.1% | 115,783 | -93.1% | 0.30% | -94.2% |
| Q4 2017 | $56,947,000 | +33.3% | 1,671,472 | +30.9% | 5.17% | +12.3% |
| Q3 2017 | $42,733,000 | +130.6% | 1,276,757 | +105.8% | 4.60% | +199.5% |
| Q1 2017 | $18,532,000 | +59.6% | 620,412 | +53.8% | 1.54% | +42.4% |
| Q3 2016 | $11,614,000 | +143.4% | 403,410 | +129.2% | 1.08% | +158.8% |
| Q2 2016 | $4,771,000 | +223.9% | 175,972 | +224.0% | 0.42% | +179.9% |
| Q1 2016 | $1,473,000 | +319.7% | 54,318 | +371.1% | 0.15% | +122.4% |
| Q2 2015 | $351,000 | -84.3% | 11,530 | -84.4% | 0.07% | -85.7% |
| Q1 2015 | $2,241,000 | +598.1% | 74,138 | +615.6% | 0.47% | +1070.0% |
| Q3 2014 | $321,000 | -96.9% | 10,360 | -96.6% | 0.04% | -97.9% |
| Q2 2014 | $10,194,000 | +607.4% | 309,113 | +484.3% | 1.88% | +331.2% |
| Q2 2013 | $1,441,000 | – | 52,899 | – | 0.44% | – |
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% |