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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $144,250 | -24.9% | 4,145 | -30.5% | 0.02% | -29.6% |
| Q4 2022 | $192,200 | +65.7% | 5,967 | +44.7% | 0.03% | +42.1% |
| Q3 2022 | $116,000 | -10.8% | 4,123 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $130,000 | -13.9% | 4,123 | +0.1% | 0.02% | -13.0% |
| Q1 2022 | $151,000 | -3.8% | 4,118 | +1.7% | 0.02% | 0.0% |
| Q4 2021 | $157,000 | +0.6% | 4,048 | +0.3% | 0.02% | -4.2% |
| Q3 2021 | $156,000 | -1.9% | 4,035 | 0.0% | 0.02% | -11.1% |
| Q2 2021 | $159,000 | +4.6% | 4,035 | +0.1% | 0.03% | -57.8% |
| Q1 2021 | $152,000 | +4.8% | 4,030 | 0.0% | 0.06% | -1.5% |
| Q4 2020 | $145,000 | +14.2% | 4,030 | -0.2% | 0.06% | +30.0% |
| Q3 2020 | $127,000 | +5.8% | 4,038 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $120,000 | -11.8% | 4,038 | -23.5% | 0.05% | -23.9% |
| Q1 2020 | $136,000 | -27.7% | 5,281 | -5.6% | 0.07% | -8.2% |
| Q4 2019 | $188,000 | -6.0% | 5,592 | -10.7% | 0.07% | -18.0% |
| Q3 2019 | $200,000 | +21.2% | 6,263 | +21.7% | 0.09% | +20.3% |
| Q2 2019 | $165,000 | -27.9% | 5,146 | -29.8% | 0.07% | -26.7% |
| Q1 2019 | $229,000 | -24.4% | 7,327 | -31.4% | 0.10% | -31.3% |
| Q4 2018 | $303,000 | +23.7% | 10,679 | +46.1% | 0.15% | +44.1% |
| Q3 2018 | $245,000 | +30.3% | 7,311 | +28.4% | 0.10% | +21.4% |
| Q2 2018 | $188,000 | -5.1% | 5,694 | -2.8% | 0.08% | -8.7% |
| Q1 2018 | $198,000 | -56.8% | 5,861 | -56.4% | 0.09% | -54.2% |
| Q4 2017 | $458,000 | +1074.4% | 13,430 | +933.1% | 0.20% | +905.0% |
| Q1 2017 | $39,000 | +8.3% | 1,300 | 0.0% | 0.02% | +5.3% |
| Q4 2016 | $36,000 | -2.7% | 1,300 | 0.0% | 0.02% | -5.0% |
| Q3 2016 | $37,000 | -53.8% | 1,300 | -56.0% | 0.02% | -54.5% |
| Q2 2016 | $80,000 | 0.0% | 2,955 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $80,000 | -83.3% | 2,955 | -83.0% | 0.04% | -83.5% |
| Q4 2015 | $479,000 | -8.9% | 17,394 | -9.5% | 0.27% | -15.8% |
| Q3 2015 | $526,000 | +52.9% | 19,221 | +70.0% | 0.32% | +60.9% |
| Q2 2015 | $344,000 | +483.1% | 11,306 | +478.3% | 0.20% | +432.4% |
| Q1 2015 | $59,000 | – | 1,955 | – | 0.04% | – |
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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% |