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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,287 | -6.4% | 14,555 | -1.7% | 0.05% | -2.1% |
| Q2 2023 | $527,869 | +0.1% | 14,807 | -2.3% | 0.05% | -6.0% |
| Q1 2023 | $527,254 | +6.4% | 15,151 | -1.5% | 0.05% | -2.0% |
| Q4 2022 | $495,325 | -99.9% | 15,378 | -1.2% | 0.05% | +4.1% |
| Q3 2022 | $437,871,000 | -7.1% | 15,566 | +3.9% | 0.05% | -5.8% |
| Q2 2022 | $471,183,000 | -12.8% | 14,982 | +1.8% | 0.05% | +2.0% |
| Q1 2022 | $540,261,000 | -5.5% | 14,713 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $571,894,000 | +0.4% | 14,713 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $569,393,000 | -4.7% | 14,713 | -0.7% | 0.05% | -6.9% |
| Q2 2021 | $597,391,000 | +4.9% | 14,810 | -2.2% | 0.06% | 0.0% |
| Q1 2021 | $569,679,000 | +4.5% | 15,143 | 0.0% | 0.06% | -6.5% |
| Q4 2020 | $545,299,000 | +14.7% | 15,143 | 0.0% | 0.06% | +3.3% |
| Q3 2020 | $475,490,000 | +5.5% | 15,143 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $450,504,000 | +15.1% | 15,143 | 0.0% | 0.06% | -4.7% |
| Q1 2020 | $391,295,000 | +72.2% | 15,143 | +113.8% | 0.06% | +128.6% |
| Q2 2019 | $227,293,000 | +2.5% | 7,083 | 0.0% | 0.03% | -6.7% |
| Q1 2019 | $221,768,000 | -6.6% | 7,083 | 0.0% | 0.03% | -9.1% |
| Q3 2018 | $237,492,000 | +1.5% | 7,083 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $234,093,000 | +97846.9% | 7,083 | 0.0% | 0.03% | -8.1% |
| Q1 2018 | $239,000 | -0.8% | 7,083 | 0.0% | 0.04% | -9.8% |
| Q4 2017 | $241,000 | +1.7% | 7,083 | 0.0% | 0.04% | -4.7% |
| Q3 2017 | $237,000 | +5.3% | 7,083 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $225,000 | +6.1% | 7,083 | 0.0% | 0.04% | +22.9% |
| Q1 2017 | $212,000 | +2.4% | 7,083 | -1.3% | 0.04% | -12.5% |
| Q3 2016 | $207,000 | – | 7,176 | – | 0.04% | – |
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% |