SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,696 | -4.7% | 1,110 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,572 | +2.4% | 1,110 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,628 | -26.5% | 1,110 | -32.0% | 0.01% | -28.6% |
| Q4 2022 | $52,567 | -15.2% | 1,632 | -26.1% | 0.01% | -30.0% |
| Q3 2022 | $62,000 | -39.8% | 2,207 | -32.7% | 0.01% | -37.5% |
| Q2 2022 | $103,000 | +24.1% | 3,277 | +45.6% | 0.02% | +45.5% |
| Q1 2022 | $83,000 | +93.0% | 2,250 | +102.0% | 0.01% | +120.0% |
| Q4 2021 | $43,000 | +4.9% | 1,114 | +5.5% | 0.01% | -16.7% |
| Q3 2021 | $41,000 | 0.0% | 1,056 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $41,000 | +5.1% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $39,000 | +30.0% | 1,046 | +24.5% | 0.01% | +20.0% |
| Q4 2020 | $30,000 | +3.4% | 840 | -9.5% | 0.01% | -16.7% |
| Q3 2020 | $29,000 | +3.6% | 928 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +16.7% | 928 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | -33.3% | 928 | -12.5% | 0.01% | -14.3% |
| Q4 2019 | $36,000 | -18.2% | 1,061 | -23.7% | 0.01% | -22.2% |
| Q3 2019 | $44,000 | +4.8% | 1,390 | +6.8% | 0.01% | 0.0% |
| Q2 2019 | $42,000 | +2.4% | 1,302 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +10.8% | 1,302 | 0.0% | 0.01% | +12.5% |
| Q4 2018 | $37,000 | -97.6% | 1,302 | -97.2% | 0.01% | -98.9% |
| Q3 2018 | $1,565,000 | +31200.0% | 46,673 | +33237.9% | 0.70% | +70100.0% |
| Q2 2018 | $5,000 | -98.3% | 140 | -98.6% | 0.00% | -97.6% |
| Q3 2016 | $290,000 | – | 10,073 | – | 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% |