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 | $725 | -3.8% | 21,335 | +0.9% | 0.12% | -7.8% |
| Q2 2023 | $754 | +4.6% | 21,146 | +2.1% | 0.13% | -3.8% |
| Q1 2023 | $721 | +10.1% | 20,713 | +1.9% | 0.13% | +1.5% |
| Q4 2022 | $655 | -99.9% | 20,325 | -11.8% | 0.13% | -5.1% |
| Q3 2022 | $648,000 | -8.7% | 23,043 | +2.1% | 0.14% | +7.8% |
| Q2 2022 | $710,000 | -18.9% | 22,574 | -5.3% | 0.13% | -7.9% |
| Q1 2022 | $875,000 | +1.0% | 23,841 | +7.0% | 0.14% | +15.8% |
| Q4 2021 | $866,000 | +8.7% | 22,281 | +8.2% | 0.12% | -1.6% |
| Q3 2021 | $797,000 | +13.4% | 20,587 | +15.6% | 0.12% | -3.2% |
| Q2 2021 | $703,000 | +11.1% | 17,815 | +5.8% | 0.13% | +22.3% |
| Q1 2021 | $633,000 | +38.8% | 16,834 | +33.1% | 0.10% | +35.5% |
| Q4 2020 | $456,000 | +24.9% | 12,651 | +8.9% | 0.08% | +11.8% |
| Q3 2020 | $365,000 | +38.3% | 11,619 | +31.0% | 0.07% | +19.3% |
| Q2 2020 | $264,000 | +29.4% | 8,867 | +12.1% | 0.06% | +9.6% |
| Q1 2020 | $204,000 | -70.9% | 7,912 | -62.1% | 0.05% | -60.6% |
| Q4 2019 | $702,000 | +9.0% | 20,881 | +3.3% | 0.13% | -7.7% |
| Q3 2019 | $644,000 | +3.2% | 20,211 | +3.9% | 0.14% | -41.2% |
| Q2 2019 | $624,000 | +3.7% | 19,459 | +1.3% | 0.24% | +8.0% |
| Q1 2019 | $602,000 | +8.9% | 19,213 | -1.4% | 0.22% | -10.4% |
| Q4 2018 | $553,000 | – | 19,491 | – | 0.25% | – |
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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% |