SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,313 | -85.1% | 392 | -84.3% | 0.00% | -100.0% |
| Q2 2023 | $89,125 | +93715.8% | 2,500 | -8.8% | 0.00% | 0.0% |
| Q1 2023 | $95 | -84.8% | 2,740 | -85.9% | 0.00% | -88.5% |
| Q4 2022 | $625 | -99.9% | 19,410 | -29.0% | 0.03% | +116.7% |
| Q3 2022 | $769,000 | +25533.3% | 27,340 | +30968.2% | 0.01% | – |
| Q2 2022 | $3,000 | -99.5% | 88 | -99.4% | 0.00% | -100.0% |
| Q1 2022 | $561,000 | +276.5% | 15,274 | +297.3% | 0.01% | +66.7% |
| Q4 2021 | $149,000 | -39.2% | 3,844 | -39.3% | 0.00% | -50.0% |
| Q3 2021 | $245,000 | +24400.0% | 6,337 | +42146.7% | 0.01% | – |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -99.0% | 15 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $100,000 | +3233.3% | 2,787 | +3383.8% | 0.00% | – |
| Q3 2020 | $3,000 | -99.5% | 80 | -99.6% | 0.00% | -100.0% |
| Q2 2020 | $561,000 | +11120.0% | 18,856 | +11834.2% | 0.02% | – |
| Q1 2019 | $5,000 | -28.6% | 158 | -38.8% | 0.00% | -100.0% |
| Q4 2018 | $7,000 | +250.0% | 258 | +344.8% | 0.00% | – |
| Q3 2018 | $2,000 | – | 58 | +2800.0% | 0.00% | – |
| Q4 2016 | $0 | – | 2 | -88.9% | 0.00% | – |
| Q3 2015 | $0 | -100.0% | 18 | -91.4% | 0.00% | -100.0% |
| Q4 2013 | $7,000 | – | 210 | – | 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% |