SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,267,228 | -4.1% | 155,101 | +0.6% | 1.00% | -2.1% |
| Q2 2023 | $5,494,924 | -0.5% | 154,135 | -2.9% | 1.02% | -5.8% |
| Q1 2023 | $5,525,048 | +7.2% | 158,766 | -0.8% | 1.09% | -2.0% |
| Q4 2022 | $5,155,557 | -20.5% | 160,061 | -30.5% | 1.11% | -27.9% |
| Q3 2022 | $6,482,000 | -76.8% | 230,422 | -74.1% | 1.54% | -76.5% |
| Q2 2022 | $27,963,000 | -16.5% | 889,110 | -2.6% | 6.55% | -2.9% |
| Q1 2022 | $33,505,000 | -0.8% | 912,444 | +5.1% | 6.74% | +3.5% |
| Q4 2021 | $33,759,000 | +3.1% | 868,510 | +2.6% | 6.52% | +4.1% |
| Q3 2021 | $32,753,000 | +3.7% | 846,339 | +5.7% | 6.26% | +0.0% |
| Q2 2021 | $31,581,000 | +41.9% | 800,521 | +34.5% | 6.26% | -21.4% |
| Q1 2021 | $22,248,000 | +27.1% | 594,964 | +22.4% | 7.96% | +32.3% |
| Q4 2020 | $17,508,000 | +18.8% | 486,212 | +3.6% | 6.02% | +0.2% |
| Q3 2020 | $14,734,000 | +7.3% | 469,247 | +1.6% | 6.00% | -1.7% |
| Q2 2020 | $13,736,000 | +16.7% | 461,709 | +1.4% | 6.11% | -4.3% |
| Q1 2020 | $11,767,000 | -16.3% | 455,362 | +8.9% | 6.38% | -7.2% |
| Q4 2019 | $14,059,000 | +6.1% | 418,040 | +0.5% | 6.88% | +8.0% |
| Q3 2019 | $13,251,000 | +2.0% | 415,900 | +2.8% | 6.37% | +1.0% |
| Q2 2019 | $12,988,000 | +5.7% | 404,741 | +3.1% | 6.30% | +1.1% |
| Q1 2019 | $12,291,000 | +20.9% | 392,545 | +9.5% | 6.24% | +9.4% |
| Q4 2018 | $10,168,000 | -13.7% | 358,650 | +2.1% | 5.70% | +6.1% |
| Q3 2018 | $11,782,000 | +8.0% | 351,375 | +6.4% | 5.37% | +1.3% |
| Q2 2018 | $10,912,000 | +6.0% | 330,168 | +8.1% | 5.30% | -0.5% |
| Q1 2018 | $10,293,000 | +1.6% | 305,334 | +2.7% | 5.33% | +0.5% |
| Q4 2017 | $10,133,000 | +5.9% | 297,406 | +4.0% | 5.30% | -4.0% |
| Q3 2017 | $9,572,000 | +6.1% | 285,991 | +0.7% | 5.52% | +1.5% |
| Q2 2017 | $9,021,000 | +10.0% | 283,873 | +3.4% | 5.44% | -9.3% |
| Q1 2017 | $8,200,000 | +12.6% | 274,540 | +4.3% | 6.00% | +20.5% |
| Q4 2016 | $7,285,000 | +1.1% | 263,200 | +5.1% | 4.98% | -1.5% |
| Q3 2016 | $7,209,000 | +15.0% | 250,394 | +8.2% | 5.06% | +8.7% |
| Q2 2016 | $6,271,000 | +8.3% | 231,316 | +8.3% | 4.65% | +9.8% |
| Q1 2016 | $5,792,000 | +24.2% | 213,636 | +26.3% | 4.24% | +16.8% |
| Q4 2015 | $4,663,000 | -9.6% | 169,179 | -10.3% | 3.63% | -15.3% |
| Q3 2015 | $5,160,000 | -8.4% | 188,512 | +2.0% | 4.28% | -2.5% |
| Q2 2015 | $5,632,000 | +9.2% | 184,844 | +8.4% | 4.39% | +5.7% |
| Q1 2015 | $5,157,000 | +44.3% | 170,577 | +38.0% | 4.15% | +43.6% |
| Q4 2014 | $3,573,000 | – | 123,588 | – | 2.89% | – |
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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% |