SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $26,811,998 | +14011.6% | 789,517 | +12954.2% | 9.18% | +12833.8% |
Q2 2022 | $190,000 | -99.1% | 6,048 | -99.0% | 0.07% | -98.0% |
Q1 2022 | $21,738,000 | -3.0% | 591,982 | +2.7% | 3.52% | +2.6% |
Q4 2021 | $22,404,000 | -28.0% | 576,386 | -28.3% | 3.44% | -35.0% |
Q3 2021 | $31,107,000 | +48.7% | 803,803 | +51.6% | 5.28% | +37.9% |
Q2 2021 | $20,913,000 | -0.7% | 530,124 | -5.3% | 3.83% | -8.7% |
Q1 2021 | $21,067,000 | -6.9% | 559,988 | -10.9% | 4.19% | -14.4% |
Q4 2020 | $22,631,000 | +15.3% | 628,476 | +0.5% | 4.90% | +4.1% |
Q3 2020 | $19,631,000 | +25.7% | 625,199 | +19.1% | 4.71% | +16.9% |
Q2 2020 | $15,615,000 | +13.8% | 524,861 | -1.2% | 4.02% | -6.4% |
Q1 2020 | $13,727,000 | -21.8% | 531,248 | +1.7% | 4.30% | -22.0% |
Q4 2019 | $17,563,000 | +4.6% | 522,229 | -0.9% | 5.51% | -17.2% |
Q3 2019 | $16,791,000 | +7.0% | 527,016 | +7.7% | 6.66% | +3.8% |
Q2 2019 | $15,697,000 | +5.3% | 489,170 | +2.7% | 6.41% | +17.2% |
Q1 2019 | $14,914,000 | +12.1% | 476,338 | +1.5% | 5.47% | -16.4% |
Q4 2018 | $13,301,000 | -15.3% | 469,175 | +0.2% | 6.54% | +8.7% |
Q3 2018 | $15,699,000 | +8.1% | 468,196 | +6.6% | 6.02% | -1.1% |
Q2 2018 | $14,516,000 | +12098.3% | 439,216 | +12367.1% | 6.09% | +11383.0% |
Q1 2018 | $119,000 | -11.9% | 3,523 | -11.4% | 0.05% | -19.7% |
Q4 2017 | $135,000 | -65.6% | 3,976 | -66.1% | 0.07% | -67.0% |
Q3 2017 | $392,000 | -26.0% | 11,716 | -29.8% | 0.20% | -28.3% |
Q2 2017 | $530,000 | -96.5% | 16,687 | -96.8% | 0.28% | -97.1% |
Q1 2017 | $15,343,000 | +14.5% | 513,676 | +6.1% | 9.66% | +9.4% |
Q4 2016 | $13,405,000 | +3363.8% | 484,275 | +3499.5% | 8.84% | +3161.3% |
Q3 2016 | $387,000 | -29.1% | 13,454 | -33.3% | 0.27% | -30.7% |
Q2 2016 | $546,000 | -28.3% | 20,158 | -28.3% | 0.39% | -24.7% |
Q1 2016 | $762,000 | +7.0% | 28,120 | +8.8% | 0.52% | +1.0% |
Q4 2015 | $712,000 | -91.3% | 25,844 | -91.4% | 0.51% | -92.0% |
Q3 2015 | $8,211,000 | -13.5% | 299,986 | -3.7% | 6.42% | -3.6% |
Q2 2015 | $9,495,000 | -1.4% | 311,608 | -2.2% | 6.66% | -6.6% |
Q1 2015 | $9,631,000 | +1975.6% | 318,579 | +1886.0% | 7.13% | +2029.6% |
Q4 2014 | $464,000 | -5.9% | 16,041 | +1.0% | 0.34% | -10.4% |
Q3 2014 | $493,000 | -5.9% | 15,890 | 0.0% | 0.37% | -6.3% |
Q2 2014 | $524,000 | +4.4% | 15,890 | -0.4% | 0.40% | -2.9% |
Q1 2014 | $502,000 | +0.6% | 15,951 | +0.8% | 0.41% | +1.0% |
Q4 2013 | $499,000 | – | 15,821 | – | 0.41% | – |
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% |