SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $228,000 | -7.3% | 6,218 | -1.8% | 0.01% | +11.1% |
| Q4 2021 | $246,000 | +52.8% | 6,333 | +52.1% | 0.01% | +28.6% |
| Q3 2021 | $161,000 | +13.4% | 4,163 | +16.0% | 0.01% | 0.0% |
| Q2 2021 | $142,000 | +11.8% | 3,588 | +6.0% | 0.01% | +16.7% |
| Q1 2021 | $127,000 | +6.7% | 3,384 | +0.7% | 0.01% | +100.0% |
| Q4 2020 | $119,000 | +815.4% | 3,362 | +685.5% | 0.00% | +200.0% |
| Q3 2020 | $13,000 | 0.0% | 428 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 428 | +0.7% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -59.3% | 425 | -49.5% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +107.7% | 841 | +102.2% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | -82.4% | 416 | -82.0% | 0.00% | -80.0% |
| Q2 2019 | $74,000 | -74.2% | 2,317 | -74.7% | 0.01% | -73.7% |
| Q1 2019 | $287,000 | +10.4% | 9,167 | 0.0% | 0.02% | -5.0% |
| Q4 2018 | $260,000 | -60.6% | 9,167 | -53.4% | 0.02% | -53.5% |
| Q3 2018 | $660,000 | +1.5% | 19,680 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $650,000 | +8.3% | 19,680 | +10.5% | 0.04% | +2.3% |
| Q1 2018 | $600,000 | 0.0% | 17,805 | +1.1% | 0.04% | +2.4% |
| Q4 2017 | $600,000 | +25.8% | 17,605 | +23.5% | 0.04% | +20.0% |
| Q3 2017 | $477,000 | +45.9% | 14,260 | +38.7% | 0.04% | +40.0% |
| Q2 2017 | $327,000 | +115.1% | 10,280 | +101.4% | 0.02% | +108.3% |
| Q1 2017 | $152,000 | +14.3% | 5,105 | +6.2% | 0.01% | +9.1% |
| Q4 2016 | $133,000 | -1.5% | 4,805 | +2.1% | 0.01% | 0.0% |
| Q3 2016 | $135,000 | +35.0% | 4,705 | +27.0% | 0.01% | +22.2% |
| Q2 2016 | $100,000 | +426.3% | 3,705 | +425.5% | 0.01% | +350.0% |
| Q1 2016 | $19,000 | 0.0% | 705 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $19,000 | -79.8% | 705 | -77.3% | 0.00% | -75.0% |
| Q2 2015 | $94,000 | +683.3% | 3,100 | +675.0% | 0.01% | +700.0% |
| Q3 2014 | $12,000 | -7.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | +116.7% | 400 | +100.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | – | 200 | – | 0.00% | – |
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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% |