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 | $2,364,000 | -4.7% | 69,600 | 0.0% | 0.15% | -0.7% |
| Q2 2023 | $2,481,000 | +2.4% | 69,600 | 0.0% | 0.15% | -5.1% |
| Q1 2023 | $2,422,000 | +8.0% | 69,600 | 0.0% | 0.16% | -3.1% |
| Q4 2022 | $2,242,000 | +17.9% | 69,600 | +3.0% | 0.16% | +5.2% |
| Q3 2022 | $1,902,000 | -10.5% | 67,600 | 0.0% | 0.15% | -7.2% |
| Q2 2022 | $2,126,000 | -14.3% | 67,600 | 0.0% | 0.17% | -3.5% |
| Q1 2022 | $2,482,000 | -5.6% | 67,600 | 0.0% | 0.17% | +6.2% |
| Q4 2021 | $2,628,000 | +0.5% | 67,600 | 0.0% | 0.16% | +22.7% |
| Q3 2021 | $2,616,000 | -17.7% | 67,600 | -16.1% | 0.13% | -20.5% |
| Q2 2021 | $3,180,000 | +4.9% | 80,600 | 0.0% | 0.17% | -3.5% |
| Q1 2021 | $3,032,000 | +4.5% | 80,600 | 0.0% | 0.17% | -12.7% |
| Q4 2020 | $2,902,000 | +14.7% | 80,600 | 0.0% | 0.20% | -9.6% |
| Q3 2020 | $2,531,000 | +5.5% | 80,600 | 0.0% | 0.22% | -5.6% |
| Q2 2020 | $2,398,000 | -5.0% | 80,600 | -17.5% | 0.23% | -34.2% |
| Q1 2020 | $2,523,000 | -6.0% | 97,650 | +22.4% | 0.35% | +18.6% |
| Q4 2019 | $2,684,000 | +5.6% | 79,800 | 0.0% | 0.30% | +2.1% |
| Q3 2019 | $2,542,000 | -0.7% | 79,800 | 0.0% | 0.29% | -4.0% |
| Q2 2019 | $2,561,000 | +2.4% | 79,800 | -0.1% | 0.30% | -7.6% |
| Q1 2019 | $2,502,000 | +36.0% | 79,900 | +23.1% | 0.33% | +16.8% |
| Q4 2018 | $1,840,000 | -0.1% | 64,900 | +18.2% | 0.28% | +25.6% |
| Q3 2018 | $1,841,000 | +1.5% | 54,900 | 0.0% | 0.22% | -5.9% |
| Q2 2018 | $1,814,000 | -2.0% | 54,900 | 0.0% | 0.24% | -9.5% |
| Q1 2018 | $1,851,000 | +13.2% | 54,900 | +14.4% | 0.26% | +13.4% |
| Q4 2017 | $1,635,000 | – | 48,000 | – | 0.23% | – |
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% |