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 | $1,518,178 | -3.7% | 44,705 | +1.1% | 0.19% | -1.1% |
| Q2 2023 | $1,575,940 | +5.7% | 44,206 | +3.2% | 0.19% | +3.3% |
| Q1 2023 | $1,490,384 | +10.1% | 42,827 | +1.9% | 0.18% | +2.8% |
| Q4 2022 | $1,354,241 | +4.7% | 42,044 | -8.6% | 0.18% | -1.1% |
| Q3 2022 | $1,294,000 | -8.5% | 45,999 | +2.3% | 0.18% | -7.3% |
| Q2 2022 | $1,414,000 | -11.4% | 44,967 | +3.5% | 0.19% | +5.5% |
| Q1 2022 | $1,596,000 | -2.9% | 43,463 | +2.8% | 0.18% | +1.1% |
| Q4 2021 | $1,644,000 | +13.0% | 42,292 | +12.5% | 0.18% | +7.1% |
| Q3 2021 | $1,455,000 | +0.4% | 37,604 | +2.4% | 0.17% | 0.0% |
| Q2 2021 | $1,449,000 | +7.9% | 36,725 | +2.8% | 0.17% | +0.6% |
| Q1 2021 | $1,343,000 | -15.7% | 35,708 | -19.3% | 0.17% | -20.4% |
| Q4 2020 | $1,593,000 | +15.9% | 44,251 | +1.1% | 0.21% | -2.3% |
| Q3 2020 | $1,374,000 | +7.7% | 43,759 | +2.1% | 0.22% | +1.4% |
| Q2 2020 | $1,276,000 | -10.6% | 42,877 | -22.4% | 0.21% | -30.8% |
| Q1 2020 | $1,428,000 | -21.1% | 55,265 | +2.6% | 0.31% | +2.0% |
| Q4 2019 | $1,811,000 | +6.9% | 53,863 | +1.3% | 0.30% | +1.0% |
| Q3 2019 | $1,694,000 | +18.8% | 53,164 | +19.7% | 0.30% | +15.4% |
| Q2 2019 | $1,426,000 | +15.7% | 44,427 | +12.9% | 0.26% | +12.1% |
| Q1 2019 | $1,232,000 | +52.1% | 39,335 | +37.7% | 0.23% | +29.8% |
| Q4 2018 | $810,000 | +21.8% | 28,559 | +43.9% | 0.18% | +36.9% |
| Q3 2018 | $665,000 | +8212.5% | 19,840 | +8717.8% | 0.13% | +6400.0% |
| Q1 2018 | $8,000 | – | 225 | – | 0.00% | – |
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% |