SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,383,230 | -23.3% | 99,624 | -19.4% | 1.38% | -15.9% |
| Q2 2023 | $4,408,905 | +2.6% | 123,672 | +0.1% | 1.64% | -3.2% |
| Q1 2023 | $4,297,798 | -2.3% | 123,500 | -9.6% | 1.70% | -7.7% |
| Q4 2022 | $4,399,877 | +437.9% | 136,600 | +425.4% | 1.84% | +401.9% |
| Q3 2022 | $818,000 | 0.0% | 26,001 | 0.0% | 0.37% | 0.0% |
| Q2 2022 | $818,000 | -14.8% | 26,001 | -0.6% | 0.37% | -7.1% |
| Q1 2022 | $960,000 | -10.9% | 26,156 | -5.7% | 0.39% | -16.2% |
| Q4 2021 | $1,078,000 | +0.7% | 27,743 | +0.4% | 0.47% | -6.7% |
| Q3 2021 | $1,070,000 | -3.3% | 27,639 | -0.8% | 0.50% | -21.0% |
| Q2 2021 | $1,107,000 | +1.9% | 27,860 | -3.5% | 0.64% | -8.3% |
| Q1 2021 | $1,086,000 | -0.1% | 28,871 | -4.4% | 0.70% | +3.0% |
| Q4 2020 | $1,087,000 | -2.6% | 30,199 | -19.5% | 0.68% | -18.3% |
| Q3 2020 | $1,116,000 | 0.0% | 37,506 | 0.0% | 0.83% | 0.0% |
| Q2 2020 | $1,116,000 | -58.3% | 37,506 | -63.8% | 0.83% | -63.1% |
| Q1 2020 | $2,674,000 | -76.6% | 103,468 | -69.6% | 2.24% | -71.9% |
| Q4 2019 | $11,438,000 | -32.8% | 340,110 | -36.3% | 7.98% | -37.1% |
| Q3 2019 | $17,012,000 | +3.2% | 533,965 | +4.0% | 12.69% | +0.6% |
| Q2 2019 | $16,477,000 | +23.6% | 513,465 | +20.6% | 12.61% | +11.0% |
| Q1 2019 | $13,326,000 | +17.1% | 425,622 | +6.1% | 11.37% | +3.7% |
| Q4 2018 | $11,376,000 | -15.4% | 401,275 | +0.0% | 10.96% | -7.7% |
| Q3 2018 | $13,453,000 | +9.3% | 401,232 | +7.7% | 11.88% | +2.9% |
| Q2 2018 | $12,312,000 | +36.6% | 372,528 | +38.4% | 11.54% | +37.0% |
| Q3 2017 | $9,011,000 | – | 269,223 | – | 8.43% | – |
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% |