SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,652,415 | -5.7% | 78,104 | -1.0% | 0.59% | +0.5% |
| Q2 2023 | $2,811,862 | +5.8% | 78,874 | +3.2% | 0.59% | +7.7% |
| Q1 2023 | $2,658,583 | +105777.5% | 76,396 | -2.0% | 0.54% | +1.1% |
| Q4 2022 | $2,511 | -99.9% | 77,948 | -2.0% | 0.54% | -1.8% |
| Q3 2022 | $2,237,000 | -11.4% | 79,521 | -0.9% | 0.55% | -9.3% |
| Q2 2022 | $2,524,000 | -22.2% | 80,262 | -9.2% | 0.60% | -26.3% |
| Q1 2022 | $3,246,000 | -5.2% | 88,397 | +0.4% | 0.82% | -4.4% |
| Q4 2021 | $3,423,000 | +0.9% | 88,050 | +0.4% | 0.86% | -9.5% |
| Q3 2021 | $3,394,000 | -2.9% | 87,710 | -1.0% | 0.95% | -1.2% |
| Q2 2021 | $3,494,000 | +5.9% | 88,564 | +1.0% | 0.96% | +0.8% |
| Q1 2021 | $3,298,000 | +0.3% | 87,671 | -4.0% | 0.95% | -5.7% |
| Q4 2020 | $3,289,000 | +14.0% | 91,333 | -0.5% | 1.01% | -6.6% |
| Q3 2020 | $2,884,000 | +4.2% | 91,835 | -1.3% | 1.08% | +16.6% |
| Q2 2020 | $2,768,000 | +16.5% | 93,055 | +1.2% | 0.93% | -5.9% |
| Q1 2020 | $2,375,000 | -28.3% | 91,915 | -6.6% | 0.99% | -12.6% |
| Q4 2019 | $3,311,000 | +6.7% | 98,439 | +1.1% | 1.13% | -5.5% |
| Q3 2019 | $3,103,000 | -3.7% | 97,395 | -3.0% | 1.19% | -2.0% |
| Q2 2019 | $3,221,000 | +3.0% | 100,387 | +0.5% | 1.22% | -1.5% |
| Q1 2019 | $3,126,000 | -20.9% | 99,842 | -28.4% | 1.24% | -17.1% |
| Q4 2018 | $3,954,000 | +3.0% | 139,480 | +21.9% | 1.49% | +2.1% |
| Q3 2018 | $3,837,000 | +1.1% | 114,440 | -0.4% | 1.46% | -11.0% |
| Q2 2018 | $3,797,000 | +0.7% | 114,879 | +2.7% | 1.64% | -2.7% |
| Q1 2018 | $3,769,000 | +3.1% | 111,807 | +4.2% | 1.69% | +11.0% |
| Q4 2017 | $3,656,000 | +4.6% | 107,319 | +2.8% | 1.52% | -0.1% |
| Q3 2017 | $3,494,000 | +3.1% | 104,398 | -2.1% | 1.52% | -1.2% |
| Q2 2017 | $3,388,000 | +11.1% | 106,621 | +4.4% | 1.54% | +2.1% |
| Q1 2017 | $3,050,000 | -40.4% | 102,121 | -44.7% | 1.51% | -43.5% |
| Q4 2016 | $5,116,000 | -93.0% | 184,827 | +8626.5% | 2.67% | +5.2% |
| Q3 2016 | $73,564,000 | +4576.7% | 2,118 | -96.4% | 2.54% | +193.6% |
| Q2 2016 | $1,573,000 | +7.1% | 58,028 | +7.1% | 0.86% | +4.6% |
| Q1 2016 | $1,469,000 | -11.8% | 54,175 | -10.3% | 0.83% | -0.6% |
| Q4 2015 | $1,665,000 | +21.7% | 60,426 | +20.9% | 0.83% | +2.0% |
| Q3 2015 | $1,368,000 | -8.4% | 49,989 | +2.0% | 0.82% | -14.0% |
| Q2 2015 | $1,494,000 | -3.3% | 49,020 | -4.1% | 0.95% | -3.4% |
| Q1 2015 | $1,545,000 | -84.4% | 51,109 | -85.1% | 0.98% | -87.7% |
| Q4 2014 | $9,920,000 | +2694.4% | 343,143 | +2896.9% | 8.01% | +2780.9% |
| Q3 2014 | $355,000 | +0.3% | 11,450 | +6.6% | 0.28% | -0.4% |
| Q2 2014 | $354,000 | +26.0% | 10,741 | +20.3% | 0.28% | +22.9% |
| Q1 2014 | $281,000 | – | 8,932 | – | 0.23% | – |
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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% |