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 | $95,224 | -3.7% | 2,804 | +1.1% | 0.03% | 0.0% |
| Q2 2023 | $98,857 | -0.2% | 2,773 | -2.6% | 0.03% | -5.6% |
| Q1 2023 | $99,041 | +107553.3% | 2,846 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $92 | -99.9% | 2,846 | -1.6% | 0.04% | 0.0% |
| Q3 2022 | $81,000 | -13.8% | 2,893 | -3.0% | 0.04% | -10.3% |
| Q2 2022 | $94,000 | -16.1% | 2,983 | -2.5% | 0.04% | 0.0% |
| Q1 2022 | $112,000 | -5.9% | 3,060 | 0.0% | 0.04% | -7.1% |
| Q4 2021 | $119,000 | +0.8% | 3,060 | 0.0% | 0.04% | -10.6% |
| Q3 2021 | $118,000 | -2.5% | 3,060 | 0.0% | 0.05% | -14.5% |
| Q2 2021 | $121,000 | -14.2% | 3,060 | -18.1% | 0.06% | -19.1% |
| Q1 2021 | $141,000 | +0.7% | 3,735 | -3.8% | 0.07% | -20.9% |
| Q4 2020 | $140,000 | +32.1% | 3,881 | +15.2% | 0.09% | +14.7% |
| Q3 2020 | $106,000 | -17.8% | 3,370 | -22.3% | 0.08% | -21.9% |
| Q2 2020 | $129,000 | +55.4% | 4,337 | +35.3% | 0.10% | +35.2% |
| Q1 2020 | $83,000 | +72.9% | 3,205 | +123.3% | 0.07% | +115.2% |
| Q4 2019 | $48,000 | +4.3% | 1,435 | 0.0% | 0.03% | +26.9% |
| Q3 2019 | $46,000 | 0.0% | 1,435 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $46,000 | +2.2% | 1,435 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $45,000 | -16.7% | 1,435 | -25.3% | 0.03% | -21.2% |
| Q4 2018 | $54,000 | +54.3% | 1,920 | +62.0% | 0.03% | +32.0% |
| Q1 2017 | $35,000 | – | 1,185 | – | 0.02% | – |
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% |