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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,433 | -27.8% | 3,723 | -24.2% | 0.03% | -25.0% |
| Q2 2023 | $175,113 | +2.4% | 4,912 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $170,938 | +8.5% | 4,912 | +0.4% | 0.04% | +2.3% |
| Q4 2022 | $157,539 | +14.2% | 4,891 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $138,000 | -2.8% | 4,891 | +8.4% | 0.04% | -2.3% |
| Q2 2022 | $142,000 | -13.9% | 4,514 | +0.6% | 0.04% | -8.5% |
| Q1 2022 | $165,000 | -5.2% | 4,487 | 0.0% | 0.05% | -11.3% |
| Q4 2021 | $174,000 | 0.0% | 4,487 | 0.0% | 0.05% | -10.2% |
| Q3 2021 | $174,000 | +6.1% | 4,487 | +8.1% | 0.06% | +3.5% |
| Q2 2021 | $164,000 | +8.6% | 4,149 | +3.1% | 0.06% | 0.0% |
| Q1 2021 | $151,000 | +4.1% | 4,023 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $145,000 | +15.1% | 4,023 | 0.0% | 0.06% | -6.6% |
| Q3 2020 | $126,000 | -22.2% | 4,023 | -26.0% | 0.06% | -24.7% |
| Q2 2020 | $162,000 | +14.9% | 5,440 | 0.0% | 0.08% | -8.0% |
| Q1 2020 | $141,000 | -23.0% | 5,440 | 0.0% | 0.09% | +4.8% |
| Q4 2019 | $183,000 | +5.8% | 5,440 | 0.0% | 0.08% | -4.5% |
| Q3 2019 | $173,000 | +27.2% | 5,440 | +28.0% | 0.09% | +23.9% |
| Q2 2019 | $136,000 | +2.3% | 4,251 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $133,000 | – | 4,251 | – | 0.07% | – |
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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% |