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 | $9,703,721 | -17.7% | 285,740 | -13.6% | 6.44% | -21.4% |
| Q2 2023 | $11,795,968 | +4.9% | 330,883 | +2.4% | 8.20% | -6.8% |
| Q1 2023 | $11,240,572 | +14.6% | 323,005 | +6.1% | 8.80% | +0.2% |
| Q4 2022 | $9,808,613 | +15.1% | 304,521 | +0.5% | 8.78% | +4.1% |
| Q3 2022 | $8,524,000 | -10.7% | 303,021 | -0.2% | 8.44% | -6.3% |
| Q2 2022 | $9,546,000 | -16.1% | 303,531 | -2.1% | 9.00% | +24.5% |
| Q1 2022 | $11,380,000 | -13.5% | 309,911 | -8.4% | 7.23% | -5.2% |
| Q4 2021 | $13,153,000 | +2.3% | 338,383 | +1.9% | 7.62% | -3.8% |
| Q3 2021 | $12,853,000 | +2.7% | 332,114 | +4.7% | 7.92% | +6.1% |
| Q2 2021 | $12,517,000 | +7.5% | 317,288 | +2.5% | 7.47% | -2.8% |
| Q1 2021 | $11,646,000 | +3.2% | 309,561 | -1.2% | 7.68% | -1.3% |
| Q4 2020 | $11,280,000 | +16.0% | 313,234 | +1.0% | 7.78% | -0.2% |
| Q3 2020 | $9,723,000 | +6.6% | 309,985 | +1.1% | 7.80% | -0.9% |
| Q2 2020 | $9,118,000 | -4.6% | 306,474 | -17.1% | 7.87% | -20.6% |
| Q1 2020 | $9,553,000 | -26.9% | 369,711 | -4.8% | 9.91% | +26.8% |
| Q4 2019 | $13,062,000 | +10.9% | 388,406 | +5.1% | 7.81% | -25.2% |
| Q3 2019 | $11,774,000 | +42.5% | 369,401 | +43.4% | 10.44% | +26.8% |
| Q2 2019 | $8,264,000 | +8.6% | 257,516 | +6.0% | 8.24% | +157.1% |
| Q1 2019 | $7,608,000 | +27.2% | 242,976 | +15.2% | 3.20% | -48.6% |
| Q4 2018 | $5,981,000 | -3.9% | 210,973 | +13.7% | 6.23% | +7.4% |
| Q3 2018 | $6,222,000 | +35.7% | 185,577 | +33.7% | 5.80% | +10.6% |
| Q2 2018 | $4,586,000 | +18.7% | 138,750 | +21.1% | 5.25% | +63.0% |
| Q1 2018 | $3,863,000 | +40.1% | 114,583 | +41.6% | 3.22% | +42.1% |
| Q4 2017 | $2,757,000 | – | 80,910 | – | 2.27% | – |
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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% |