SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,133,000 | -2.4% | 80,944 | -0.6% | 0.44% | -2.2% |
| Q2 2021 | $3,211,000 | +4.5% | 81,400 | -0.3% | 0.46% | -2.8% |
| Q1 2021 | $3,072,000 | +4.1% | 81,650 | -0.4% | 0.47% | -2.1% |
| Q4 2020 | $2,951,000 | +13.7% | 81,963 | -0.9% | 0.48% | +1.1% |
| Q3 2020 | $2,596,000 | +7.5% | 82,674 | +1.8% | 0.47% | -2.1% |
| Q2 2020 | $2,415,000 | +9.3% | 81,179 | -5.1% | 0.48% | -9.9% |
| Q1 2020 | $2,210,000 | -23.7% | 85,522 | -0.6% | 0.54% | +2.1% |
| Q4 2019 | $2,895,000 | +5.5% | 86,069 | -0.0% | 0.52% | -2.4% |
| Q3 2019 | $2,743,000 | -2.1% | 86,099 | -1.4% | 0.54% | -4.4% |
| Q2 2019 | $2,802,000 | +2.1% | 87,325 | -0.4% | 0.56% | -0.9% |
| Q1 2019 | $2,745,000 | +11.2% | 87,670 | +0.7% | 0.57% | -0.5% |
| Q4 2018 | $2,468,000 | +1.1% | 87,068 | +19.6% | 0.57% | +14.7% |
| Q3 2018 | $2,442,000 | +1.0% | 72,827 | -0.5% | 0.50% | +0.8% |
| Q2 2018 | $2,419,000 | -1.7% | 73,185 | +0.2% | 0.49% | -5.9% |
| Q1 2018 | $2,462,000 | +0.7% | 73,020 | +1.7% | 0.52% | +2.7% |
| Q4 2017 | $2,446,000 | +3.9% | 71,802 | +2.1% | 0.51% | -1.7% |
| Q3 2017 | $2,355,000 | +21.4% | 70,352 | +15.2% | 0.52% | +18.7% |
| Q2 2017 | $1,940,000 | +11.2% | 61,057 | +4.5% | 0.44% | +4.5% |
| Q1 2017 | $1,745,000 | +20.2% | 58,427 | +11.4% | 0.42% | +7.7% |
| Q4 2016 | $1,452,000 | +18.6% | 52,467 | +23.4% | 0.39% | +16.8% |
| Q3 2016 | $1,224,000 | +11.3% | 42,503 | +4.7% | 0.33% | +9.2% |
| Q2 2016 | $1,100,000 | +233.3% | 40,589 | +233.7% | 0.30% | +238.9% |
| Q1 2014 | $330,000 | – | 12,163 | – | 0.09% | – |
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% |