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 | $872,839 | +1.2% | 25,702 | +6.3% | 0.32% | +6.1% |
| Q2 2023 | $862,194 | +3.3% | 24,185 | +0.8% | 0.30% | -4.8% |
| Q1 2023 | $834,757 | +8.1% | 23,987 | +0.1% | 0.31% | -3.7% |
| Q4 2022 | $772,147 | +1.9% | 23,972 | -11.1% | 0.32% | -9.2% |
| Q3 2022 | $758,000 | -17.2% | 26,969 | -7.4% | 0.36% | -17.7% |
| Q2 2022 | $916,000 | +32.0% | 29,135 | +54.1% | 0.43% | +29.6% |
| Q1 2022 | $694,000 | -36.3% | 18,910 | -32.5% | 0.34% | -18.9% |
| Q4 2021 | $1,089,000 | +5.9% | 28,024 | +5.5% | 0.41% | -8.4% |
| Q3 2021 | $1,028,000 | -8.2% | 26,574 | -6.4% | 0.45% | -12.1% |
| Q2 2021 | $1,120,000 | +20.6% | 28,394 | +14.9% | 0.51% | +5.8% |
| Q1 2021 | $929,000 | +20.2% | 24,706 | +15.1% | 0.48% | +6.1% |
| Q4 2020 | $773,000 | +31.7% | 21,469 | +14.7% | 0.46% | +6.5% |
| Q3 2020 | $587,000 | +16.2% | 18,719 | +10.2% | 0.43% | +1.7% |
| Q2 2020 | $505,000 | +227.9% | 16,989 | +268.8% | 0.42% | +267.0% |
| Q3 2018 | $154,000 | +4.1% | 4,606 | +2.8% | 0.12% | -12.9% |
| Q2 2018 | $148,000 | -2.6% | 4,480 | +0.3% | 0.13% | -3.6% |
| Q4 2017 | $152,000 | – | 4,468 | – | 0.14% | – |
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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% |