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 2021 | $4,372,000 | -7.2% | 112,975 | -5.4% | 0.76% | -6.8% |
| Q2 2021 | $4,710,000 | -2.8% | 119,398 | -7.3% | 0.82% | -6.3% |
| Q1 2021 | $4,845,000 | +2.7% | 128,793 | -1.7% | 0.87% | +5.3% |
| Q4 2020 | $4,719,000 | +7.3% | 131,046 | -6.4% | 0.83% | +1.3% |
| Q3 2020 | $4,396,000 | -0.3% | 140,007 | -5.5% | 0.82% | -0.4% |
| Q2 2020 | $4,408,000 | -32.4% | 148,172 | -41.3% | 0.82% | -36.3% |
| Q1 2020 | $6,520,000 | -26.8% | 252,311 | -4.8% | 1.29% | -12.8% |
| Q4 2019 | $8,911,000 | +0.9% | 264,974 | -4.4% | 1.48% | -4.1% |
| Q3 2019 | $8,829,000 | -5.1% | 277,121 | -4.4% | 1.54% | -3.9% |
| Q2 2019 | $9,304,000 | -0.3% | 289,950 | -2.7% | 1.60% | -3.5% |
| Q1 2019 | $9,328,000 | +8.5% | 297,914 | -1.7% | 1.66% | +2.9% |
| Q4 2018 | $8,595,000 | +1780.7% | 303,185 | +2122.3% | 1.61% | +1892.6% |
| Q3 2018 | $457,000 | -4.6% | 13,643 | -5.8% | 0.08% | -12.0% |
| Q2 2018 | $479,000 | -5.1% | 14,481 | -3.3% | 0.09% | -8.0% |
| Q1 2018 | $505,000 | -8.5% | 14,974 | -7.6% | 0.10% | -3.8% |
| Q4 2017 | $552,000 | -0.5% | 16,213 | -2.3% | 0.10% | -2.8% |
| Q3 2017 | $555,000 | 0.0% | 16,594 | -4.9% | 0.11% | -5.3% |
| Q2 2017 | $555,000 | +0.9% | 17,457 | -5.3% | 0.11% | -5.8% |
| Q1 2017 | $550,000 | +2.4% | 18,425 | -5.0% | 0.12% | -5.5% |
| Q4 2016 | $537,000 | -13.2% | 19,400 | -9.7% | 0.13% | -18.1% |
| Q3 2016 | $619,000 | -30.2% | 21,485 | -34.3% | 0.16% | -36.0% |
| Q2 2016 | $887,000 | +0.9% | 32,724 | +0.9% | 0.24% | -19.3% |
| Q1 2016 | $879,000 | -11.4% | 32,439 | -9.9% | 0.30% | -44.0% |
| Q4 2015 | $992,000 | -5.6% | 35,998 | -6.2% | 0.54% | +8.7% |
| Q3 2015 | $1,051,000 | -18.9% | 38,395 | -9.8% | 0.49% | -13.2% |
| Q2 2015 | $1,296,000 | +0.2% | 42,547 | -0.5% | 0.57% | +3.1% |
| Q1 2015 | $1,293,000 | -4.9% | 42,780 | -9.0% | 0.55% | -5.8% |
| Q4 2014 | $1,359,000 | +0.9% | 47,020 | +8.3% | 0.58% | -9.0% |
| Q3 2014 | $1,347,000 | -7.5% | 43,409 | -1.7% | 0.64% | -7.7% |
| Q2 2014 | $1,456,000 | +11.7% | 44,143 | +6.7% | 0.70% | +9.1% |
| Q1 2014 | $1,303,000 | +3.8% | 41,368 | +3.9% | 0.64% | +3.9% |
| Q4 2013 | $1,255,000 | – | 39,798 | – | 0.62% | – |
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% |