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 | $3,471,415 | -2.7% | 102,221 | +2.2% | 2.00% | +1.6% |
| Q2 2023 | $3,566,950 | -1.1% | 100,055 | -3.5% | 1.96% | -4.9% |
| Q1 2023 | $3,607,288 | +29.4% | 103,658 | +19.8% | 2.07% | +43.5% |
| Q4 2022 | $2,788,119 | +1.6% | 86,561 | -11.3% | 1.44% | -13.4% |
| Q3 2022 | $2,744,000 | -8.5% | 97,562 | +2.3% | 1.66% | +6.8% |
| Q2 2022 | $2,998,000 | -14.4% | 95,328 | -0.0% | 1.56% | -12.1% |
| Q1 2022 | $3,501,000 | -12.3% | 95,354 | -7.2% | 1.77% | -3.6% |
| Q4 2021 | $3,992,000 | +9.9% | 102,703 | +9.5% | 1.84% | -5.9% |
| Q3 2021 | $3,631,000 | -1.2% | 93,819 | +0.7% | 1.95% | -4.7% |
| Q2 2021 | $3,676,000 | +9.3% | 93,178 | +4.2% | 2.05% | +0.7% |
| Q1 2021 | $3,364,000 | +16.0% | 89,411 | +11.1% | 2.04% | +7.7% |
| Q4 2020 | $2,899,000 | +28.1% | 80,497 | +11.7% | 1.89% | +11.5% |
| Q3 2020 | $2,263,000 | +5.4% | 72,056 | -0.2% | 1.69% | -2.3% |
| Q2 2020 | $2,147,000 | +9.3% | 72,167 | -5.1% | 1.73% | -8.5% |
| Q1 2020 | $1,965,000 | -25.5% | 76,047 | -3.0% | 1.89% | -10.3% |
| Q4 2019 | $2,636,000 | +6.7% | 78,368 | +1.1% | 2.11% | +2.2% |
| Q3 2019 | $2,470,000 | +7.1% | 77,522 | +7.8% | 2.06% | +1.7% |
| Q2 2019 | $2,307,000 | +2.3% | 71,891 | -0.2% | 2.03% | +7.1% |
| Q1 2019 | $2,256,000 | -20.1% | 72,069 | -27.6% | 1.90% | -28.5% |
| Q4 2018 | $2,824,000 | +25.8% | 99,608 | +48.8% | 2.65% | +45.8% |
| Q3 2018 | $2,244,000 | +27.6% | 66,929 | +25.8% | 1.82% | +21.3% |
| Q2 2018 | $1,758,000 | -1.3% | 53,206 | +0.7% | 1.50% | -4.2% |
| Q1 2018 | $1,781,000 | -0.6% | 52,844 | +0.5% | 1.57% | +5.2% |
| Q4 2017 | $1,791,000 | +44.7% | 52,571 | +42.2% | 1.49% | +37.0% |
| Q3 2017 | $1,238,000 | +12.2% | 36,975 | +6.5% | 1.09% | +10.6% |
| Q2 2017 | $1,103,000 | +11.9% | 34,722 | +5.2% | 0.98% | +12.1% |
| Q1 2017 | $986,000 | -12.5% | 32,993 | -19.0% | 0.88% | -13.7% |
| Q4 2016 | $1,127,000 | +48.1% | 40,711 | +54.1% | 1.02% | +42.4% |
| Q3 2016 | $761,000 | +13.4% | 26,418 | +6.7% | 0.71% | +8.2% |
| Q2 2016 | $671,000 | +2.4% | 24,764 | +2.5% | 0.66% | +1.4% |
| Q1 2016 | $655,000 | -0.3% | 24,151 | +1.4% | 0.65% | +8.5% |
| Q4 2015 | $657,000 | -28.4% | 23,826 | -28.9% | 0.60% | -40.0% |
| Q3 2015 | $918,000 | +54.5% | 33,527 | +71.9% | 1.00% | +70.3% |
| Q2 2015 | $594,000 | +0.2% | 19,500 | -0.6% | 0.59% | +0.7% |
| Q1 2015 | $593,000 | +13.4% | 19,612 | +8.4% | 0.58% | +15.5% |
| Q4 2014 | $523,000 | – | 18,090 | – | 0.50% | – |
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% |