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 | $20,753,262 | -2.4% | 611,109 | +2.4% | 8.66% | -0.1% |
| Q2 2023 | $21,265,261 | +5.4% | 596,501 | +2.9% | 8.67% | +0.8% |
| Q1 2023 | $20,175,022 | +1.5% | 579,742 | -6.1% | 8.61% | -6.0% |
| Q4 2022 | $19,882,396 | +7.9% | 617,274 | -5.8% | 9.16% | -1.0% |
| Q3 2022 | $18,434,000 | +19.3% | 655,329 | +33.4% | 9.25% | +11.9% |
| Q2 2022 | $15,450,000 | -9.9% | 491,256 | +5.2% | 8.26% | -0.6% |
| Q1 2022 | $17,147,000 | +15.9% | 466,976 | +22.7% | 8.31% | +15.6% |
| Q4 2021 | $14,791,000 | +8.1% | 380,523 | +7.7% | 7.19% | -3.7% |
| Q3 2021 | $13,678,000 | +11.1% | 353,424 | +13.3% | 7.47% | +8.2% |
| Q2 2021 | $12,308,000 | +16.5% | 311,987 | +11.1% | 6.90% | +3.7% |
| Q1 2021 | $10,564,000 | +22.1% | 280,808 | +16.8% | 6.66% | +9.3% |
| Q4 2020 | $8,655,000 | +16.8% | 240,342 | +1.9% | 6.09% | +2.2% |
| Q3 2020 | $7,407,000 | +9.2% | 235,893 | +3.4% | 5.96% | -5.0% |
| Q2 2020 | $6,785,000 | +43.7% | 228,079 | +24.8% | 6.28% | +16.5% |
| Q1 2020 | $4,722,000 | -11.1% | 182,750 | +15.7% | 5.38% | +33.5% |
| Q4 2019 | $5,313,000 | +14.6% | 157,995 | +8.6% | 4.03% | +6.0% |
| Q3 2019 | $4,636,000 | +29.2% | 145,510 | +30.2% | 3.80% | +28.7% |
| Q2 2019 | $3,587,000 | +15.3% | 111,789 | +12.5% | 2.96% | +11.9% |
| Q1 2019 | $3,112,000 | +127.8% | 99,391 | +106.3% | 2.64% | +86.8% |
| Q4 2018 | $1,366,000 | – | 48,175 | – | 1.41% | – |
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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% |