SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586,353 | +23.4% | 17,266 | +29.6% | 0.07% | +28.6% |
| Q2 2023 | $475,072 | +2.4% | 13,326 | 0.0% | 0.06% | -1.8% |
| Q1 2023 | $463,745 | +8.0% | 13,326 | 0.0% | 0.06% | +3.6% |
| Q4 2022 | $429,230 | +14.5% | 13,326 | 0.0% | 0.06% | +17.0% |
| Q3 2022 | $375,000 | -10.5% | 13,326 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $419,000 | -14.3% | 13,326 | 0.0% | 0.05% | -4.2% |
| Q1 2022 | $489,000 | -5.6% | 13,326 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $518,000 | +0.4% | 13,326 | 0.0% | 0.05% | -4.0% |
| Q3 2021 | $516,000 | -1.9% | 13,326 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $526,000 | +5.0% | 13,326 | 0.0% | 0.05% | +2.0% |
| Q1 2021 | $501,000 | +4.4% | 13,326 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $480,000 | +14.8% | 13,326 | 0.0% | 0.05% | +4.2% |
| Q3 2020 | $418,000 | +111.1% | 13,326 | +125.8% | 0.05% | +100.0% |
| Q4 2019 | $198,000 | +5.3% | 5,901 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $188,000 | -0.5% | 5,901 | +0.2% | 0.02% | -11.5% |
| Q2 2019 | $189,000 | +2.7% | 5,890 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $184,000 | +10.2% | 5,890 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $167,000 | -66.9% | 5,890 | -60.9% | 0.03% | -55.9% |
| Q3 2018 | $505,000 | +18.0% | 15,051 | +16.2% | 0.06% | +20.4% |
| Q2 2018 | $428,000 | -2.1% | 12,954 | 0.0% | 0.05% | -2.0% |
| Q1 2018 | $437,000 | -16.3% | 12,954 | -15.4% | 0.05% | -15.3% |
| Q4 2017 | $522,000 | +1.8% | 15,315 | 0.0% | 0.06% | +3.5% |
| Q3 2017 | $513,000 | -20.6% | 15,315 | -24.7% | 0.06% | -23.0% |
| Q2 2017 | $646,000 | +6.4% | 20,332 | 0.0% | 0.07% | +10.4% |
| Q1 2017 | $607,000 | +7.8% | 20,332 | 0.0% | 0.07% | +3.1% |
| Q4 2016 | $563,000 | +96.9% | 20,332 | +104.9% | 0.06% | +103.1% |
| Q3 2016 | $286,000 | +42.3% | 9,924 | +33.9% | 0.03% | +39.1% |
| Q2 2016 | $201,000 | 0.0% | 7,414 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $201,000 | -53.8% | 7,414 | -53.1% | 0.02% | -56.6% |
| Q4 2015 | $435,000 | – | 15,799 | – | 0.05% | – |
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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% |