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 | $2,079,998 | -7.4% | 61,248 | -2.8% | 0.81% | -4.6% |
| Q2 2023 | $2,246,651 | -14.2% | 63,020 | -16.2% | 0.85% | -17.5% |
| Q1 2023 | $2,617,284 | -40.2% | 75,209 | -44.7% | 1.03% | -44.3% |
| Q4 2022 | $4,378,261 | +22.7% | 135,929 | +7.2% | 1.85% | +13.8% |
| Q3 2022 | $3,568,000 | -18.4% | 126,840 | -8.8% | 1.62% | -13.3% |
| Q2 2022 | $4,372,000 | -9.7% | 139,043 | +5.4% | 1.88% | +4.0% |
| Q1 2022 | $4,844,000 | +0.1% | 131,944 | +6.0% | 1.80% | +3.3% |
| Q4 2021 | $4,838,000 | +7.1% | 124,489 | +6.7% | 1.74% | -0.9% |
| Q3 2021 | $4,516,000 | -2.2% | 116,704 | -0.3% | 1.76% | +2.1% |
| Q2 2021 | $4,619,000 | +15.3% | 117,093 | +9.9% | 1.72% | +9.5% |
| Q1 2021 | $4,007,000 | +27.0% | 106,517 | +21.5% | 1.58% | +25.0% |
| Q4 2020 | $3,156,000 | +73.6% | 87,645 | +51.3% | 1.26% | +72.6% |
| Q3 2020 | $1,818,000 | +5.8% | 57,911 | +0.2% | 0.73% | -2.1% |
| Q2 2020 | $1,719,000 | +1.2% | 57,793 | -12.1% | 0.75% | -13.0% |
| Q1 2020 | $1,698,000 | -20.2% | 65,718 | +3.8% | 0.86% | -8.5% |
| Q4 2019 | $2,128,000 | +5.6% | 63,285 | +0.0% | 0.94% | -0.2% |
| Q3 2019 | $2,015,000 | +1.4% | 63,267 | +2.1% | 0.94% | +6.6% |
| Q2 2019 | $1,988,000 | -7.8% | 61,978 | -10.0% | 0.88% | -4.2% |
| Q1 2019 | $2,156,000 | +22.6% | 68,864 | +11.0% | 0.92% | +5.1% |
| Q4 2018 | $1,758,000 | +0.2% | 62,020 | +18.5% | 0.88% | +13.2% |
| Q3 2018 | $1,755,000 | +45.3% | 52,328 | +43.1% | 0.77% | +35.6% |
| Q2 2018 | $1,208,000 | +86.1% | 36,558 | +89.8% | 0.57% | +66.2% |
| Q1 2018 | $649,000 | +99.7% | 19,264 | +102.1% | 0.34% | +23.4% |
| Q4 2017 | $325,000 | – | 9,530 | – | 0.28% | – |
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% |