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 | $2,013,325 | -4.7% | 59,285 | +0.0% | 0.20% | -1.9% |
| Q2 2023 | $2,113,160 | +2.9% | 59,275 | +0.4% | 0.21% | -4.2% |
| Q1 2023 | $2,053,821 | +8.4% | 59,018 | +0.4% | 0.22% | -0.5% |
| Q4 2022 | $1,894,200 | +34.5% | 58,808 | +17.5% | 0.22% | +21.3% |
| Q3 2022 | $1,408,000 | -9.9% | 50,050 | +0.7% | 0.18% | -4.8% |
| Q2 2022 | $1,563,000 | -13.9% | 49,696 | +0.5% | 0.19% | +0.5% |
| Q1 2022 | $1,815,000 | -4.9% | 49,436 | +0.7% | 0.19% | -2.1% |
| Q4 2021 | $1,908,000 | +2.3% | 49,092 | +1.9% | 0.19% | -7.8% |
| Q3 2021 | $1,865,000 | -1.2% | 48,198 | +0.8% | 0.21% | -2.4% |
| Q2 2021 | $1,887,000 | +4.7% | 47,837 | -0.2% | 0.21% | -7.0% |
| Q1 2021 | $1,803,000 | +5.4% | 47,919 | +0.8% | 0.23% | -3.0% |
| Q4 2020 | $1,711,000 | +19.2% | 47,526 | +3.9% | 0.23% | +4.0% |
| Q3 2020 | $1,436,000 | +5.0% | 45,744 | -0.5% | 0.22% | -3.0% |
| Q2 2020 | $1,368,000 | -2.4% | 45,981 | -15.2% | 0.23% | -21.6% |
| Q1 2020 | $1,401,000 | -51.0% | 54,237 | -36.1% | 0.30% | -45.5% |
| Q4 2019 | $2,857,000 | +6.2% | 84,941 | +0.6% | 0.54% | -6.5% |
| Q3 2019 | $2,691,000 | -1.2% | 84,459 | -0.5% | 0.58% | -5.4% |
| Q2 2019 | $2,725,000 | +7.0% | 84,921 | +4.4% | 0.61% | +1.5% |
| Q1 2019 | $2,546,000 | +13.7% | 81,319 | +2.9% | 0.60% | -3.7% |
| Q4 2018 | $2,240,000 | -12.0% | 79,002 | +4.0% | 0.63% | 0.0% |
| Q3 2018 | $2,546,000 | +3.1% | 75,945 | +1.7% | 0.63% | -2.9% |
| Q2 2018 | $2,469,000 | +1.5% | 74,711 | +3.6% | 0.65% | -5.5% |
| Q1 2018 | $2,432,000 | -2.9% | 72,131 | -1.9% | 0.68% | +5.9% |
| Q4 2017 | $2,505,000 | -44.2% | 73,521 | -46.6% | 0.65% | -0.2% |
| Q3 2017 | $4,490,000 | +108.6% | 137,565 | +103.2% | 0.65% | +3.2% |
| Q2 2017 | $2,152,000 | +11.3% | 67,706 | +4.6% | 0.63% | +4.7% |
| Q1 2017 | $1,933,000 | +39.2% | 64,699 | +28.9% | 0.60% | +34.5% |
| Q4 2016 | $1,389,000 | +9.5% | 50,182 | +13.9% | 0.45% | -0.4% |
| Q3 2016 | $1,268,000 | +15.7% | 44,057 | +9.0% | 0.45% | +11.2% |
| Q2 2016 | $1,096,000 | +30.9% | 40,415 | +31.0% | 0.40% | +29.2% |
| Q1 2016 | $837,000 | +7.7% | 30,856 | +9.4% | 0.31% | +1.3% |
| Q4 2015 | $777,000 | +37.0% | 28,200 | +36.0% | 0.31% | +26.7% |
| Q3 2015 | $567,000 | -6.9% | 20,730 | +3.8% | 0.24% | +6.1% |
| Q2 2015 | $609,000 | +5.5% | 19,976 | +4.7% | 0.23% | +0.4% |
| Q1 2015 | $577,000 | +117.7% | 19,071 | +108.1% | 0.23% | +109.2% |
| Q4 2014 | $265,000 | -13.1% | 9,166 | -6.7% | 0.11% | -20.4% |
| Q3 2014 | $305,000 | -1.9% | 9,824 | +4.2% | 0.14% | +8.7% |
| Q2 2014 | $311,000 | – | 9,424 | – | 0.13% | – |
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% |