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 2023 | $786,513 | -62.8% | 23,160 | -60.9% | 0.03% | -60.9% |
| Q2 2023 | $2,113,545 | +8.7% | 59,286 | +6.1% | 0.09% | +4.8% |
| Q1 2023 | $1,944,519 | +8.0% | 55,877 | 0.0% | 0.08% | +2.5% |
| Q4 2022 | $1,799,798 | +15.8% | 55,877 | +1.1% | 0.08% | +9.5% |
| Q3 2022 | $1,554,000 | -13.0% | 55,255 | -2.7% | 0.07% | -6.3% |
| Q2 2022 | $1,786,000 | -11.5% | 56,803 | +3.4% | 0.08% | -1.2% |
| Q1 2022 | $2,018,000 | -4.4% | 54,956 | +1.2% | 0.08% | 0.0% |
| Q4 2021 | $2,111,000 | +1.9% | 54,315 | +1.4% | 0.08% | -9.1% |
| Q3 2021 | $2,072,000 | -1.9% | 53,551 | 0.0% | 0.09% | +2.3% |
| Q2 2021 | $2,113,000 | +5.4% | 53,551 | +0.5% | 0.09% | +1.2% |
| Q1 2021 | $2,004,000 | +1.4% | 53,265 | -3.0% | 0.08% | -3.4% |
| Q4 2020 | $1,977,000 | +14.6% | 54,915 | -0.0% | 0.09% | +4.8% |
| Q3 2020 | $1,725,000 | +6.0% | 54,936 | +0.4% | 0.08% | -6.7% |
| Q2 2020 | $1,628,000 | +0.2% | 54,736 | -12.9% | 0.09% | -11.8% |
| Q1 2020 | $1,625,000 | -33.6% | 62,871 | -13.7% | 0.10% | -17.1% |
| Q4 2019 | $2,449,000 | +6.6% | 72,821 | +1.0% | 0.12% | +0.8% |
| Q3 2019 | $2,298,000 | -0.9% | 72,115 | -0.2% | 0.12% | -5.4% |
| Q2 2019 | $2,319,000 | +3.4% | 72,257 | +0.9% | 0.13% | -0.8% |
| Q1 2019 | $2,243,000 | -1.5% | 71,629 | -10.8% | 0.13% | -15.6% |
| Q4 2018 | $2,277,000 | -26.0% | 80,309 | -12.5% | 0.15% | -17.6% |
| Q3 2018 | $3,076,000 | +47.2% | 91,751 | +45.2% | 0.19% | +47.2% |
| Q2 2018 | $2,089,000 | +19.2% | 63,193 | +21.6% | 0.13% | +14.4% |
| Q1 2018 | $1,752,000 | +9.8% | 51,978 | +11.1% | 0.11% | +9.9% |
| Q4 2017 | $1,595,000 | -6.6% | 46,803 | -8.3% | 0.10% | -11.4% |
| Q3 2017 | $1,708,000 | +13.6% | 51,017 | +7.8% | 0.11% | +5.6% |
| Q2 2017 | $1,504,000 | +75.5% | 47,311 | +65.0% | 0.11% | +71.4% |
| Q1 2017 | $857,000 | +119.2% | 28,681 | +103.0% | 0.06% | +103.2% |
| Q4 2016 | $391,000 | +458.6% | 14,126 | +484.0% | 0.03% | +342.9% |
| Q3 2016 | $70,000 | -90.5% | 2,419 | -91.1% | 0.01% | -91.5% |
| Q2 2016 | $739,000 | +1.9% | 27,249 | +1.9% | 0.08% | -3.5% |
| Q1 2016 | $725,000 | -45.0% | 26,731 | -44.0% | 0.08% | -45.9% |
| Q4 2015 | $1,317,000 | +32.8% | 47,776 | +31.9% | 0.16% | +17.2% |
| Q3 2015 | $992,000 | +77.1% | 36,228 | +97.0% | 0.13% | +83.6% |
| Q2 2015 | $560,000 | +0.9% | 18,388 | +0.1% | 0.07% | -3.9% |
| Q1 2015 | $555,000 | +150.0% | 18,374 | +138.8% | 0.08% | +130.3% |
| Q4 2014 | $222,000 | -4.3% | 7,693 | +2.9% | 0.03% | -10.8% |
| Q3 2014 | $232,000 | -6.1% | 7,478 | 0.0% | 0.04% | -11.9% |
| Q2 2014 | $247,000 | +32.8% | 7,478 | +26.4% | 0.04% | +20.0% |
| Q1 2014 | $186,000 | -0.5% | 5,917 | 0.0% | 0.04% | -10.3% |
| Q4 2013 | $187,000 | +28.1% | 5,917 | +23.2% | 0.04% | +8.3% |
| Q3 2013 | $146,000 | +19.7% | 4,801 | +7.5% | 0.04% | -2.7% |
| Q2 2013 | $122,000 | – | 4,466 | – | 0.04% | – |
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% |