SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 346 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,331,000 | +11.1% | 175,818 | -3.1% | 0.55% | -2.3% |
| Q3 2020 | $5,697,000 | +22.1% | 181,425 | +15.7% | 0.56% | +13.5% |
| Q2 2020 | $4,666,000 | +12.2% | 156,831 | -2.5% | 0.50% | +4.4% |
| Q1 2020 | $4,157,000 | -13.4% | 160,868 | +12.7% | 0.48% | +8.4% |
| Q4 2019 | $4,799,000 | +12.9% | 142,701 | +7.0% | 0.44% | +5.5% |
| Q3 2019 | $4,249,000 | +9.1% | 133,352 | +9.9% | 0.42% | +8.9% |
| Q2 2019 | $3,894,000 | +7.2% | 121,334 | +4.6% | 0.38% | +9.1% |
| Q1 2019 | $3,632,000 | +19.7% | 116,007 | +8.4% | 0.35% | +2.9% |
| Q4 2018 | $3,035,000 | +0.8% | 107,065 | +19.2% | 0.34% | +11.4% |
| Q3 2018 | $3,011,000 | -9.4% | 89,809 | -10.6% | 0.31% | -14.8% |
| Q2 2018 | $3,322,000 | +36.8% | 100,500 | +38.5% | 0.36% | +19.7% |
| Q1 2018 | $2,429,000 | -12.8% | 72,576 | -11.2% | 0.30% | -8.0% |
| Q4 2017 | $2,784,000 | +14.6% | 81,701 | +12.6% | 0.33% | +8.7% |
| Q3 2017 | $2,429,000 | +16.1% | 72,576 | +10.2% | 0.30% | +10.7% |
| Q2 2017 | $2,093,000 | +16.5% | 65,848 | +9.5% | 0.27% | +11.1% |
| Q1 2017 | $1,796,000 | +55.9% | 60,138 | +44.5% | 0.24% | +41.9% |
| Q4 2016 | $1,152,000 | +5.1% | 41,615 | +9.3% | 0.17% | +0.6% |
| Q3 2016 | $1,096,000 | +1.6% | 38,081 | -4.3% | 0.17% | -1.7% |
| Q2 2016 | $1,079,000 | -0.1% | 39,809 | -0.0% | 0.17% | -2.8% |
| Q1 2016 | $1,080,000 | +5.0% | 39,821 | +6.7% | 0.18% | +0.6% |
| Q4 2015 | $1,029,000 | +2.8% | 37,334 | +2.1% | 0.18% | -4.8% |
| Q3 2015 | $1,001,000 | +4.6% | 36,567 | +16.5% | 0.19% | +6.2% |
| Q2 2015 | $957,000 | +21.3% | 31,396 | +20.3% | 0.18% | +22.2% |
| Q1 2015 | $789,000 | +35.3% | 26,108 | +29.5% | 0.14% | -32.1% |
| Q4 2014 | $583,000 | +107.5% | 20,161 | +122.5% | 0.21% | +76.7% |
| Q3 2014 | $281,000 | -6.0% | 9,061 | 0.0% | 0.12% | -6.2% |
| Q2 2014 | $299,000 | -76.4% | 9,061 | -77.5% | 0.13% | -78.6% |
| Q1 2014 | $1,269,000 | +0.5% | 40,298 | +0.6% | 0.60% | -20.6% |
| Q4 2013 | $1,263,000 | – | 40,066 | – | 0.75% | – |
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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% |