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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $248,000 | -20.5% | 6,757 | -15.9% | 0.10% | -15.3% |
| Q4 2021 | $312,000 | -6.3% | 8,039 | -6.5% | 0.12% | -12.6% |
| Q3 2021 | $333,000 | -2.3% | 8,599 | -0.5% | 0.14% | -0.7% |
| Q2 2021 | $341,000 | +5.6% | 8,640 | +0.6% | 0.14% | +1.5% |
| Q1 2021 | $323,000 | -3.0% | 8,587 | -7.2% | 0.13% | -3.6% |
| Q4 2020 | $333,000 | +5.0% | 9,254 | -8.3% | 0.14% | -7.9% |
| Q3 2020 | $317,000 | +7.1% | 10,091 | +1.3% | 0.15% | -2.6% |
| Q2 2020 | $296,000 | +19.8% | 9,960 | +4.3% | 0.16% | -5.5% |
| Q1 2020 | $247,000 | -46.0% | 9,550 | -29.7% | 0.16% | -34.9% |
| Q4 2019 | $457,000 | -1.9% | 13,591 | -7.1% | 0.25% | -9.0% |
| Q3 2019 | $466,000 | +2.6% | 14,624 | +3.3% | 0.28% | +1.1% |
| Q2 2019 | $454,000 | +5.8% | 14,155 | +3.4% | 0.27% | +3.8% |
| Q1 2019 | $429,000 | +12.9% | 13,689 | +2.3% | 0.26% | +3.5% |
| Q4 2018 | $380,000 | -25.6% | 13,387 | -12.2% | 0.26% | -21.1% |
| Q3 2018 | $511,000 | +0.4% | 15,244 | -1.1% | 0.32% | -4.4% |
| Q2 2018 | $509,000 | +1.2% | 15,415 | +3.3% | 0.34% | +1.2% |
| Q1 2018 | $503,000 | -1.8% | 14,922 | -0.6% | 0.33% | +2.8% |
| Q4 2017 | $512,000 | +9.9% | 15,015 | +7.9% | 0.32% | -5.8% |
| Q3 2017 | $466,000 | +15.9% | 13,921 | +10.1% | 0.34% | +2.4% |
| Q2 2017 | $402,000 | +2.6% | 12,642 | -3.7% | 0.34% | +1.5% |
| Q1 2017 | $392,000 | +7.4% | 13,123 | -0.5% | 0.33% | -2.4% |
| Q4 2016 | $365,000 | – | 13,191 | – | 0.34% | – |
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% |